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User Permissions

Brenda McDonald
  • Updated

Using the Permissions features in Membrain is a powerful way to easily assign different rights to individuals, allowing you to control access and edit rights across different areas and features of Membrain.

Examples of uses

You may want an individual sales representative to only see his/her sales projects, prospects and activities, whereas a regional sales manager should be able to view everything related to his/her team.

OR

You may only wish to grant limited permissions for users in a pre-sales or supporting role, and more extensive right for your power users and managers.

How it works

Permissions are applied by creating Permission Sets with specific rights. Then, by applying one or many Permission sets to a user, you can give them the predetermined rights and permissions you wish. This is done by an administrator of Membrain via User Management.

Permission_Groups.PNG

Create a new Permission Set

To create a new User Permission Set follow the instructions below:

  1. From the System Setup page, click on Manage
  2. Click Permissions and click add
  3. Type the name of the new Permissions Set
  4. Check or uncheck the relevant options, relating to each area within Membrain you wish the users with this Permissions Set to have

Assigning a Permission Set to a User

Once you have created a new Permission Set, you can apply it to a user. 

To do this, follow the instructions below:

  1. From the System Setup page, click on Manage
  2. Find the user you wish to add permissions to
  3. Hover over their user card and click on the cog icon that appears in the top right of their card.
  4. Click on Change Permissions
  5. Select the Permissions Set you would like to apply to this user 
  6. Click Save

 Apply_permissions2.PNG

Permissions explained

Membrain areas are broken into subgroups, and when applied give the following permissions:

Sales (applies to Prospects, Sales Projects, Account Growth Projects)

  • Prospect/Sales Project/Account Growth Project – view and access these Projects
  • Create -  Create New Projects
  • Edit - Update existing Projects
  • Delete - Delete Projects
  • Export – export pipeline data to Excel
  • Import – import projects from Excel

 Companies & Contacts

  • List & Search – Access to company and contact lists in Membrain
  • Export - export company and contact data to Excel
  • Import – import companies and contacts from Excel
  • Mass Edit – ability to edit multiple companies and contacts in Membrain via lists
  • Mass Mail – ability to email numerous contacts in Membrain at once

Reports

  • All - (all of below options)
  • Performance - feature is visible from the menu
  • Dashboard - feature is visible from the menu
  • Win/Loss - feature is visible from the menu
  • Weekly Report - feature is visible from the menu
  • Content Hub Analytics - feature is visible from the menu

Admin

  • All (all of below options)
  • Prospecting Campaigns - ability to create new and edit existing prospecting campaigns
  • Sales Processes – ability to create new and edit existing sales processes
  • Users, Groups & Goals – ability to create new, and edit existing, users and groups as well as add and edit goals for teams and individuals
  • Company, Contact and Activity Custom Fields - add, edit and maintain custom fields related to companies, contacts and activities only
  • Activity Types, Currencies, Labels and more - edit other general settings relating to your Membrain Instance
  • Templates – ability to create new, and edit existing, email templates Globally
  • Import – ability to import sales activities
  • Integrations - ability to set up or make changes to setting in software integrations

General

  • Story Stream - feature is visible from the menu
  • Sales Inbox - feature is visible from the menu
  • Calendar - feature is visible from the menu
  • Tasks - feature is visible from the menu
  • Content Hub - feature is visible from the menu

Content Hub (once the feature is visible, additional permission flexibility on what users can do within Content Hub)

  • All (all of below options)
  • Sales Enablement Content
  • Create/Edit Sales Enablement Content
  • Sales Collateral Content
  • Create/Edit sales Collateral Content
  • Mass Edit

CRM 

  • All (all of below options)
  • Companies - feature is visible from the menu 
  • Contacts - feature is visible from the menu
  • Activities - feature is visible from the menu
  • Documents - feature is visible from the menu

Create/Edit Goals

  • Current User

Advanced User Rights

Additionally, you can use Advanced User rights to allow access to specific data in Membrain and scope it down to a Processes and ownership level, not just the functionality. Read this document here to find out more!

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