What are User Profiles and why should I use them?
User profiles will allow the client to ‘hide’ or enable certain columns and/or filters that are needed for that specific group of individuals. For instance, if I’m an account executive and do not need to see a column titled ‘Manager Comments’ in the opportunity tab/table - then I can create a profile, disable that column from the view, and assign it to all individuals with an AE role.
Additionally, let’s say I wanted the user to land on the ‘rollups’ tab when logging in to Boostup/opposed to the ‘opportunities’ tab. I can do this via profiles as well.
Below, you’ll find the steps that need to be taken to create a ‘user profile’.
Creating a new User Profile
Navigate to ‘Settings’ → select ‘User Profiles’
Select ‘add new’:
You’ll be prompted to enter in a ‘profile name’ (we suggest adding something easily identifiable) along with a description. The description is for ops use only.
The below video walks you through the first step in creating a user profile:
There are a couple of different tabs when you first log in-
First one being: Navigation.
Here- you can determine if there’s a ‘default’ landing page that you’d like the group of individuals to land on right when they log in to BoostUp.
-You can also determine if there’s any tabs you’d like to disable; for example- if your organization is not using BoostUp CallAI; we recommend disabling this tab in an effort to not confuse your users.
The next tab, ‘Filters’ will allow you to incorporate any additional filters to certain tabs- specifically opportunities, trends, accounts, and pipeline. The process here includes either bringing in a new field from SFDC in CRM Configuration, marking it as ‘use as filter’ OR using an existing field already brought in from SFDC and then selecting ‘use as filter’.
Once ‘use as filter’ is selected on the field in ‘CRM Configuration’ - it will then be available to select from the ‘add filter’ dropdown in the ‘Filters’ tab for each dashboard:
Note*: If you decide to no longer use a certain field as a filter and choose to delete it from BoostUp entirely; please delete that filter in the user profile configuration first; and then proceed to delete it from the CRM config page.
Check out the video below to see how to manage filters in user profiles:
Additionally, for the ‘columns’ tab- any column can either be removed or a new column can be added specific to the user profile you’re creating. If you’d like to bring in a field from SFDC, you’d follow the same process as above (CRM Configuration). The field will then be available from a dropdown - to be added to each dashboard:
Once added, you have the ability to drag and drop the column wherever it makes the most sense for your organization’s work flow.
Check out the below video to walk through formatting the column view within BoostUp:
Last, but not least- with ‘user profiles’ lies the ability to hide certain business types if they’re not applicable to that group of individuals. For instance, if CSM’s are the only ones that need to see ‘renewals’ and do not need to see ‘new business’ business type’- the option exists to disable certain business types for that user profile:
The below video will walk through enabling business types for a certain profile: