When every user can see, edit, or delete any record, the results are predictable — accidental data loss, compliance violations, and employees overwhelmed by irrelevant information.
Without profile-level restrictions, any user can overwrite or delete critical customer records — creating irreversible data loss that no backup can fully prevent.
Sales reps seeing financial data, HR records visible to all staff, or customer contracts accessible to interns — unmanaged access creates exactly the exposure that triggers compliance failures.
Regulators want evidence of who accessed what data and when. Without structured role-based access control, producing that evidence — or preventing violations — is nearly impossible.
When every module is visible to every user regardless of role, interfaces become overwhelming. Employees waste time navigating tabs and menus that have nothing to do with their work.
Without enforced profile rules, different users follow different processes for the same task — creating inconsistent data, duplicate records, and impossible-to-audit histories.
Without login hour or IP restrictions, sensitive CRM data is accessible 24/7 from any location — increasing exposure to unauthorized access during off-hours or from unsecured networks.
A User Profile defines exactly what a user or group of users is permitted to see and do within Salesboom — at the record level, field level, tab level, and login level.
Salesboom ships with nine standard profiles designed to cover the most common organizational roles. Assign them immediately — no configuration required.
Full configuration and customization access across the application — price books, products, quotas, and forecasts. Cannot edit Super User accounts or access Controller-restricted financial data.
All System Administrator capabilities plus unrestricted full access — including areas locked to standard administrators. The highest-privilege profile in the system.
The baseline profile for most team members. Can create and edit major record types, run reports, view campaigns, create solutions (not publish), edit personal quota, and create contracts (not approve).
Inherits all Standard User permissions plus the exclusive ability to review and publish solutions to the Public Knowledge Base — a privilege unavailable to any other standard profile.
Standard User access plus campaign management, lead import, letterhead creation, HTML email templates, public document management, and campaign history import capabilities.
Can create, edit, activate, and delete invoices, manage payments, and settle invoices. Also able to delete non-activated contracts. Designed specifically for finance team members.
Can create, edit, activate, approve, and reject contracts, and delete non-activated contracts. Built for legal and contract operations teams managing the full contract lifecycle.
Standard User access plus full Create, Delete, Edit, View, and View Reports permissions on Employees, Policies, and Violations. All other profiles are limited to view-only for these record types.
Can run and export reports and view records — but cannot create or modify any data. Ideal for executives, auditors, or external stakeholders who need visibility without editing rights.
Beyond basic record permissions, Salesboom profiles provide deep configuration options to tailor the user experience precisely to each role.
Unchecking View for any module removes its tab entirely for all users on that profile — including My Agenda and My Tasks panels. A cleaner interface means faster, more focused work.
Disable specific related record tabs within a record view — for example, hiding the Notes tab inside Cases — to reduce clutter and keep each role focused on the data they actually need.
Define day ranges and hour windows for CRM access per profile. Set both start and end to the same hour to block an entire day, or set both to None for unrestricted 24/7 access.
On/off switches control import, export, mass reassign, mass delete, web capture, workflow management access, User & Role Management in the Control Panel, and the Create menu.
Only System Administrator, Standard Solution Manager, and custom profiles derived from Solution Manager can publish to the public knowledge base. All others — including Super User — are excluded.
Clone any profile — including clones of clones — with no depth limit. Each custom profile retains a traceable reference to the original standard profile it derives from for complete audit lineage.
Profile management is handled entirely through the Salesboom Control Panel. Navigate to: Control Panel → User & Role Management → Manage Profiles.
Click the profile name from the Manage Profiles list, then click View to see its full configuration — permissions, tab settings, login restrictions, and all functional toggles.
Click Add Profile, name it, configure the baseline permissions, and save. Then click Edit from the view page to refine tab settings, login hours, and functional toggles further.
Open any profile and click Clone to create a copy — useful for building role variations off a standard base without reconfiguring permissions from scratch. Clone depth is unlimited.
Click View on the profile list, then click Edit to update its name, description, tab settings, login preferences, and all permission toggles. Only custom profiles are editable in full.
Click Delete from the profile list page to remove a custom profile. Standard profiles cannot be deleted. Ensure no active users are assigned before deletion to avoid access disruption.
Profiles never override the organization's sharing model or role hierarchy. If a sharing model sets leads to Read Only, users cannot edit other users' leads regardless of profile permissions.
Salesboom User Profiles serve multiple stakeholders simultaneously — giving each one exactly what they need without compromise.
Administrators want the ability to define exactly who can do what — without writing code, without involving IT on every change, and without being limited to a handful of preset permission levels.
Team members don't want to wade through modules, tabs, and menu options that have nothing to do with their role. Irrelevant clutter slows down daily work and increases the risk of accidental changes.
Compliance officers and auditors need proof that data access is role-appropriate, time-bounded, and traceable — with a clear record of who had access to what and when across the organization.
Profile management capabilities vary by your Salesboom subscription. Here is a quick reference for each edition.
Can view and assign the included standard profiles to users. Cannot view full profile settings, edit standard profiles, or create custom profiles. Profile cloning is not available in this edition.
Full profile management: view, create, edit, delete, and clone custom profiles. Can modify certain settings on standard profiles. All advanced controls — login hours, tab visibility, functional toggles — are available.
All Professional Edition profile capabilities plus access to the full range of organizational sharing and role hierarchy configurations. Recommended for organizations with complex, multi-team access requirements.
Clear answers to the most common questions about setting up and managing User Profiles in Salesboom.
Discover the features and modules that complement User Profiles to give you complete control over your CRM environment.
Automate your CRM workflows in Salesboom — create rules that trigger actions automatically when records change, enforcing consistent processes across every user profile.
Capture leads and cases from your website — embed web-to-lead and web-to-case forms that feed data directly into Salesboom, with access governed by profile permissions.
Search CRM records by geographic proximity — find contacts and leads within a specified radius, with results filtered according to each user's profile access rights.
Manage bulk data operations in Salesboom — mass update, reassign, and delete records, with profile-controlled access ensuring only authorized users can perform high-impact bulk actions.
Customize tab and page view layouts in Salesboom — control module visibility and field display to build role-focused interfaces that complement your User Profile configuration.
Recover deleted records in Salesboom — access the Trash module to restore accidentally deleted records, with recovery rights governed by your profile's delete and view permissions.
Map your organization's structure in Salesboom — define hierarchies and territory structures that work in concert with User Profiles to govern record visibility and assignment.
Manage documents in Salesboom CRM — store and share files linked to accounts and cases, with access to the documents module controlled by each user's profile permissions.
Access your Salesboom CRM account — understand login options, session settings, and single sign-on configuration, all governed by the login hour restrictions in your User Profile.
Set up precise User Profiles and take control of your CRM security in minutes. Book a demo to see how Salesboom's role-based access system keeps your team focused and your data protected.
Questions? Call: 1-855-229-2043
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