System Settings - User Access Management

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

This article will walk you through setting up your User Access Management in SalesManager, formerly known as NorthBoundary. This includes creating and managing Organizations, Divisions, Profit Centers, and Roles.

To access your User Access Management settings:

1. 1. Click the wheel icon on the top right of the page.
      
      
      • This will open a System Settings page allowing you to access all sub-menus.
        
   2. Click the User Access Mgmt button on the Nav Bar.

Creating and Managing Organizations

Organizations in SalesManager represent the Offices your users are associated with.

Creating a New Organization

1. Under the User Access Mgmt menu, click Organizations.
2. On the top right, click the + New button.
3. On the Add Organization Menu, enter the Organization name.
4. Set the Status to 'Active.'
5. Click Save.

Managing Organizations

1. Under the User Access Mgmt menu, click Organizations. This will list all of your Organizations.
2. Click the drop-down arrow to the right of the relevant Organization.
   
3. Click Edit to make changes.
   • Click Delete to remove the Organization.
4. Here, you can update the address and the cover page.
   • Note: This can be used to override a user's address on the agreement page of a proposal. Example: if a user is sending out a proposal from another organization that they are not in)
5. When done, click Save.

Uploading Organization Cover Page and Header Logo

Logos can be set up for a specific organization on your templates. You can use the following tags:

• Cover Page = <<OrgCoverPageLogo>>
• Header = <<OrgHeaderLogo>>

1. On the Edit Organization Menu, click either the Upload Cover Page Logo or Upload Header Logo.
   
2. Select an image file from your computer that meets the following specifications:
   • Cover Page - 287x300 recommended logo size.
      
   • Header Page - 124x1500 recommended logo size.
3. You can edit the size in the menu, but we do not recommend it.
4. Click Save when done.

Note: We have template logos that we setup for all customers. You can use them for reference when creating your own logos. Click here to download reference template logos.

Creating and Managing Divisions

Divisions in SalesManager represent the Divisions within your different Organizations.

Creating a New Division

1. Under the User Access Mgmt menu, click Divisions.
2. On the top right, click the + New button.
3. On the Add Divisions Menu, enter the Division's name.
4. Set the Status to 'Active.'
5. Click Save.

Managing Divisions

1. Under the User Access Mgmt menu, click Divisions. This will list all of your Divisions.
2. Click the drop-down arrow to the right of the relevant Divisions.
3. Click Edit to make changes.
   • Click Delete to remove the Division.
4. When done, click Save.

Creating and Managing Profit Centers

Creating a New Profit Center

1. Under the User Access Mgmt menu, click Profit Center.
2. On the top right, click the + New button.
3. On the Add Profit Centers Menu, enter the Profit Center's name.
4. Set the Status to 'Active.'
5. Click Save.

Managing Profit Centers

Profit Centers are business units or departments within an Organization that generates revenues and profits or losses.

1. Under the User Access Mgmt menu, click Profit Centers. This will list all of your Profit Centers.
2. Click the drop-down arrow to the right of the relevant Profit Center.
3. Click Edit to make changes.
   • Click Delete to remove the Profit Center.
4. When done, click Save.

Creating and Managing Roles

Roles are a collection of permissions you can assign to users that allow them to perform specific actions in SalesManager.

Creating a New Custom Role

1. Under the User Access Mgmt menu, click Roles.
2. On the top right, click the + New button.
3. On the Add Roles Menu, enter the Role's name.
4. Click Save.
5. This will create a new custom role with no selected permissions. Follow the steps below in Managing Roles to add permissions to this new custom role.

Managing Roles

1. Under the User Access Mgmt menu, click Roles. This will list all of your Roles.
2. Click the drop-down arrow to the right of the relevant Role.
3. Click Permission.
   
4. Check to select or deselect the relevant permissions you would like to assign to this role.
   
5. Click Save when done.

Note: You can click Edit to change the name of the role. You can also click Delete to remove the role from your Role List.

Assigning Roles to Users

To learn how to assign roles to users, navigate the following article: Creating and Managing Users in SalesManager

Download Logo Templates

• Header.jpg50 KB
• aardvark_profile_2-287x300.png50 KB