User Management
How do I delete a user?
Only the Super Admin can delete a user account in Bigin. Once a user is deleted: Any integrations configured by that user will no longer be available. The records that belong to the deleted user will still be intact. We recommend you transfer the ...How can I deactivate a user?
Employees in an organization may take long leaves of absence like sabbaticals or parental leave. In these cases, an administrator can deactivate those users and transfer ownership of their records to another Bigin user. Once the user resumes work, ...How can I restrict sales reps from viewing other sales reps' data?
You can restrict users in the same role from viewing each others' data. To restrict data access Go to Setup and then Users and Control and select the Roles tab. Hover over the role you want to edit and click the Edit icon. In the Edit Role page, ...Where can I find details of invited users?
Users who have been sent an invitation link will appear in the Invited Users list. To view the list of invited users Log in to Bigin with administrator privileges. Go to Setup and then Users and Control and choose the Users tab. Click on the ...How do I re-invite users?
You can re-invite a user if the user did not accept the invite request within 7 days of receiving it. Log in to Bigin with Administrator privileges. Go to Setup and then Users and Control. You will be directed to the Users tab by default. You will ...How can I transfer the Super Admin status to another user?
The Super Admin status can only be transferred to another Administrator user by the Super Admin. To transfer the status Log in to Bigin with Super Admin privileges. Go to Settings and then Organization. Click Edit Organization. In the Super Admin ...Who is the Super Admin in Bigin?
The Super Admin is the master administrator for a Bigin organization. Any user with the administrator profile in the Bigin account can be set as the Super Admin. Some important points to know about the Super Admin are: All the communications related ...What is a profile in Bigin?
Profiles help you define what actions can be performed by a user. For example, a Sales Manager will be performing a lot of administrative tasks like adding new users, importing records, exporting data, creating workflows, etc., whereas the Sales Reps ...What is a role in Bigin?
Companies mostly follow a hierarchical arrangement where employees are categorized based on their roles like CEO, Vice President, COO, Manager, Sales Rep, etc. Roles in Bigin let you replicate that hierarchical arrangement in your account. Users at ...Who is a user in Bigin?
A user is someone with an access to a Bigin account, who can create and manage records, send emails, log calls, etc. Employees in your organization can be added as users in your Bigin account. Each user has a role and profile associated with them ...
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