Granular Profile-Level Privacy Controls

We’re excited to introduce a major enhancement to user permissions in Salesmate!

We’ve merged Global Data Sharing Policy with Profile Permissions to bring you a more powerful and streamlined privacy management system, now called Granular Profile Permissions.

  • Record-level data privacy is now fully managed within Profile Permissions — no need for separate global sharing rules.
  • View, edit, and delete permissions can now be defined for each module directly within a user’s profile.
  • A single, consolidated interface gives admins better control over both data access (ownership/hierarchy-based) and user actions.

This upgrade simplifies permission management and gives you more flexibility and control over your data security.

:backhand_index_pointing_right: Dive into the details here: Managing Profile Permissions in Salesmate

Got questions? Drop them below or reach out to our support team, we’re here to help!