- Features
- Roles and Profiles
Take your organization online: Bring users on board Bigin
Custom roles and profiles help you replicate your organization's structure in Bigin, and control who sees what information using profile-based access and permissions. With roles and profiles, you can share data with only the people who need it and ensure all your CRM data is safe and secure.
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- Invite your team to become users
- Assign roles and access to data for your users.
- Keep access to data flexible among users with peer data visibility
- Manage profiles to control user access to CRM data
- Manage other users as an administrator
Invite your peers to become users in Bigin
Invite people to become users in your Bigin account via email. Once they are confirmed as a user, you can assign roles and profiles to them and maintain organized access to data in your CRM.
Assign your users, role and access to data
The purpose of roles is to create hierarchies much like those already in your organization. You can replicate the roles in your organization in Bigin as a manager-subordinate hierarchy. Users can only view the data they have access to, and that belonging to people in roles that they supervise.
Create the roles you need and assign them to users in your organization. All roles and their privileges can be edited at any time.
Set data access with peer data visibility
Bigin lets you choose to allow all the users belonging to a particular role to view records owned by their peers or restrict access to just what they work with directly. You can turn Peer Data Visibility on or off with a click!
Manage profiles to control access to CRM data
Profiles help you control user access in Bigin based on roles. For example, the role of a manager involves managerial tasks like creating workflows and importing data, while a sales rep whose job is to follow up on leads does not require the same overarching access to the data. By creating profiles with only the required access to data, you'll keep your CRM records more secure than ever.
Bigin also lets you create personalized profiles and provide as much access as you think is necessary. You can also edit the privileges and access at any time.
Manage fellow users as an admin
Being an admin comes with extra perks. You can invite people to become users in your Bigin account and assign them roles. We also understand that businesses change so you can also edit accesses and activate or deactivate users in your Bigin account.
Safeguard the data users own before deleting them
Bigin enables you to properly handle the data that deleted users own. Choose a new owner and which entities should be transferred—records, email notifications, custom views, workflow criteria, and so on—and witness the smooth transition of data to the new owner before deleting the old owner.
You can also delete users without transferring data if the records are co-owned by other members in the organization.
FAQs
Roles set who reports to whom and what data a user can see, while profiles control what actions they can take. Together, they manage access as your team grows.
Yes. Roles let you decide which records a person can access. This keeps sensitive data with the right people.
Profiles control permissions like editing, deleting, and exporting. You assign each user a profile that fits their job.
Even small teams use roles to keep data organized and avoid accidental changes. You can keep it simple and add structure later.
Yes. You can set up roles that match your team structure. This helps when your business has a few layers.
A role is about data visibility and reporting lines, while a profile is about what a user can do. Most teams set both for each user.
You can update a user's role or profile at any time. Changes take effect across their account.
Access set by roles and profiles applies to mobile too. Users see the same permissions everywhere.
All paid plans in Bigin include roles and profiles. Specifically, the Express, Premier, and Bigin 360 plans support user management with standard roles and profiles, which can be further expanded using paid add-ons.
Yes, you can set a profile that allows viewing without editing. This suits people who need visibility but not control.
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