Basic permissions deals with the following modules:
- DashboardsYou can alter the View, Create, Edit, Delete permissions for the above modules.NoteFor dashboards, View and Manage permissions are only available.Scenario: Sales Agents in Zylker Insurance need to view the record of Deals Won 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 featuresAdvanced 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.
- Webforms - Automatically capture contacts directly from your website into Bigin in a jiffy.
- 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.
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
- Manage Social Profiles
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.
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