Account Setup - Overview
Once you create an account in Bigin, you can add the details about your organization, add roles that your organization follows like CEO, COO, Manager, etc. and create profiles allowing users to access the functions that are assigned to them.
Go through these four stages to finish setting up your account:
Roles
Normally every company follows an organizational hierarchy and every member in that organization has a specific role to perform. For example, Zylker Feeds is a restaurant and has the organizational hierarchy as follows:
This hierarchy can be implemented in your Bigin account allowing users in the higher level of hierarchy to access the data of the users in the lower level of the hierarchy. The CEO can access the data of the Sales Manager and the Sales Manager can in-turn access the data of both Sales Reps and the Sales Assistant.
Profiles
The duties and responsibilities of users in your CRM account differs from one person to another and hence they don't need access to everything.
Consider this analogy, you are the dessert chef at Zylker Feeds and you specialize in making Apple Pie, Lemon Tart and Chocolate truffle. The ingredients you need access to includes apple, lemon, chocolate, flour, sugar and other essentials whereas, things like green chilli, ginger, onion, meat, etc. are not needed. It doesn't make a difference even if they are provided to you, you are not going to use it anyway.
Likewise, in any business scenario, profiles in Bigin helps you give access to certain functions that the user needs access to accomplish his task and prevents access to functions that the user can live without.
Users
The employees in your organization can be added as users in your Bigin account.
Let's say John H. Watson is your Restaurant Manager and you want to add him in your Bigin account. You can do so by selecting the role and choosing the appropriate Profile. Now an invite will be sent to John H. Watson allowing him to join your Bigin account. Once added, he can perform the actions that he has the permission to do so thus fulfilling his role.
Organization
The information about your organization can be specified. Add basic information, address, locale, choose time zone and currency. This data is helpful for your users to add as merge fields in email templates.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Delete your Bigin account
You can delete your Bigin account if you want to discontinue Bigin service. Deleting your Zoho Bigin account does not lock you out of all other Zoho services. After closing the Zoho Bigin account, you can still continue to access other Zoho services ...Explore Settings
Bigin has various functions which can be configured by administrators from the Settings menu. Access the Settings menu The Settings menu can be accessed by clicking the gear icon in the top right of your window. All the features and Configurations in ...Introduction
Zylker Homes is a real estate agency that offers a variety of services including property acquisition, sales, and rentals for various types of properties, from houses and apartments to commercial spaces. They are currently searching for a CRM ...Formula Field: Overview
The Formula Field is a versatile tool that allows you to perform numerical calculations using a variety of provided functions and available fields, enabling you to derive dynamic data. It serves as a custom field within your system and can be used to ...iPhone - I have purchased a Bigin subscription using a personal Apple account. How can I change this to a different Apple account?
Please use the 'Submit Feedback' option to report this issue. Follow the below steps to send feedback: Go to Settings > Help & Support > Submit Feedback.
New to Zoho LandingPage?
Zoho LandingPage Resources