• Administrator - This profile grants access to all the features in  your Bigin account.
  
• Standard - This profile grants limited access to features in Bigin.
  

Profile Permissions

Pipeline Permissions

You can alter view, create, edit and delete permission for Pipelines module. You can also enable/disable access for specific Team Pipelines. 

Basic Permissions
Basic permissions deals with the following modules:

• Contacts 
  
• Accounts
  
• Pipelines 
  
• Notes
  
• Files
• Activities
  
• Dashboards

You can alter the View, Create, Edit, Delete permissions for the  above modules. 

Note

For dashboards, View and Manage permissions are  only available. 

Scenario: Sales Agents in Zylker Insurance need to view the list of closed Pipeline Records along with the revenue details in the  dashboard. Their role doesn't need them to manage the dashboard  settings. Hence manage permission can be disabled for the Sales Agent's profile. 

Advanced features

Advanced features determines the permissions for certain features in Bigin. Permission to the following features allows you to perform the actions specified below:

• Workflows - Automate certain actions which could be missed  otherwise, such as following up with a new contact, Assigning task to your users, etc.
  
• Forms - Automatically capture contacts directly from forms which are shared as links, QR codes, or even as website embed codes. 
• User Management - Centre of control for managing users. Users with this permission can add, edit, deactivate users, create roles, profiles and add organizational details.
  
• Bulk Action - Perform actions such as Mass Email, Changing Owner, Delete, update the field for a selected group of records in a single click. 
  
• Data Administration - Allows you to check the integrity of the data and helps you to keep the data you need.
  
• Miscellaneous
   
  

Channels
Channels act as a central hub of communication with your contacts in your Bigin account. You can choose to give access to the appropriate channel for a profile. They include

• Email
  
• Manage Social Profiles
  
  

Create Profiles

1. Go to Setup > Users and Control and choose the Profiles tab.
   
2. Click + New Profile.
   
3. In the Create New Profile page, do the following:
   
1. Enter the Profile Name.
   
2. Choose the profile you would like to clone in the clone from drop down list.
   By doing so, you are cloning the profile permissions of the chosen profile.  
3. Click + Description to add a short information about the profile.
   
   
   
   
4. Click Save.
   

1. Go to Setup > Users and Control and choose the Profiles tab.
   
2. Hover over the profile you would like to clone and click More > Clone.
   
   
   
   
3. Enter the Name and Description and click Save.
   

View users in a profile

1. Go to Setup > Users and Control and choose the Profiles tab.
   
2. Hover over the profile in would like to view the list of users assigned and click More > View Users.
   
   
   
   The list of users in that profile will be displayed.
   

Delete Profile

1. Go to Setup > Users and Control and choose the Profiles tab.
   
2. Hover over the field which you would like to delete and click More > Delete.
   
   
   In the confirmation window, click Delete.
   Deleting a profile prompts you to transfer the users to another profile before deleting.