Take your organization online: Bring users on board Bigin

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.

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.

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.