Overview

User Profiles control what each specific user or group of users gets to see and do with Salesboom. Salesboom comes pre-built with many standard profiles and customizable profiles in Professional and Enterprise Edition. You can create a specific profile one per user, or assign many users to the same profile.

You can set up a user Profile to give edit, delete, create and view privileges as well as specific process management privileges on the following record types:

Profiles are now active for Employees/Policies and Violations. There new profile categories are created: Employee, Policy and Violation with the following permissions:

Create, Delete, Edit, View and View Reports

There is a new Standard Profile named "Standard HR Manager" which has all the above permissions turned on. "System Administrator" also has all the permisions enabled.

• Only Internal, Professional & Enterprise users can add or clone profiles. (so users of Team edition, etc. can only view the standard profiles.) Users can also create new profiles off of their custom profiles, not just standard profiles.
• User can clone as many profiles as they like (e.g. make a clone of a clone, etc.) and there is a record kept of the standard profile they all originate from.
• Standard Profiles - can edit standard profile permission settings
• Added support for Reports/Service options to Profiles
• "Import ..." links in Control Panel can now be controlled via profiles.
• The "My Agenda" panel no longer completely disappears when a user cannot view events in their profile. (only the events themsleves disappear now.)
• If a user cannot create events, the links along the left side of the agenda, (the ones with the date as their title) are disabled
• The "Create..." menu in the upper right can now be completely controlled via Profiles.
• Added Create/View options to E-mail profile settings

Profile drop-down in User Add/Edit screens

Turning off Tabs and panels for all users assigned to a Profile

• When a "view" option is unchecked, it's tab will not be displayed for any user assigned that profile. (e.g. if "View" under Accounts is not checked, the Accounts tab will not be shown.)
• "My Agenda" (Event->View profile option) can be turned off by editing a user’s profile
• "My Tasks" (Task->View) panels in the "Home" section ) can be turned off by editing a user’s profile

Adding "Manage Public Knowledge Base" ability to profiles

Users with the appropriate profile have the ability to manage the organization’s Public Knowledge base. Public knowledgebase management is allowed only by users with the following Profiles:

• System Administrator
• Standard Solution Manager
• Custom Profile built from Standard Solution Manager

Profiles are now active for Employees/Policies and Violations

Disabling a Tab in the Related Records Section

(e.g. "Notes" in the cases view for example) with profiles.

Standard Profile "Standard HR Manager" has priviledges of a Standard user plus has the ability to manage, ie Create, Delete, Edit, View and View Reports permissions on:

• Employees
• Policies
• Violations

There is a new all the above permissions turned on. (I cloned it from the Standard User profile.), "System Administrator" also has all the permisions enabled.

All other profiles can only view Employees and Policies.

You can now disable a related report tab (e.g. "Notes" in the cases view for example) with profiles.

Profiles can now be assigned Login Preferences.  You can create/edit new login preferences by going to "Manage Profiles->Login Preferences"

Setting User Login Hours Restrictions (Rules)

1. Selecting a range like "From: Sunday through Sunday" means that the login hours start on sunday and finish at the end of the SAME Sunday.  (so they just apply for one day, Sunday)
2. To do a whole week you would choose: "From: Sunday through Saturday", so it means starting on Sunday and going through to the end of Saturday.  Thus weekdays would be "From: Monday through Friday".
3. Selecting " -- None -- " for both start/ending hours means that the user can login for the entire day, every day. (24/7/365)
4. The starting hour must be less than the ending hour. e.g. from 6 PM to 12 AM"
5. Setting hours to, for example: "From: 6 PM to 6 PM" blocks access for the entire day.  You can either do this or, just not include the day in the login settings. So if you don't want the weekend, make sure none of the Login Hours entries have Saturday or Sunday in them.

Assigning Login Rules to Profiles

In profiles you can now turn on/off:

• Import/Imported History ability
• Export ability
• Mass Reassign/Mass Delete ability
• Web Capture ability
• Access to Workflow and User & Role Management sections in the Control Panel
• Customize Tabs link in the CRM Administration section in the Control Panel
• Login restrictions