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.
Important Note: This release note is for an upcoming release and is meant to help admins prepare for this change.
This release sees the following additions to the SalesManager, formerly known as NorthBoundary, Office App:
- SalesManager users can now be assigned to all or multiple organizations. This is helpful for corporate users who need to track performance across all organizations, or managers who only need to keep up with the select organizations they are responsible for.
- Important Note: This release REQUIRES ACTION from an admin to make sure your users are set up properly.
- 'Select Organization' Drop-down Menu Improvement.
Assigning Multiple Organizations to Users
In the User Mgmt Menu, when editing a user, users can now be assigned to all or multiple organizations. As an admin, this will allow you to control which records your users can view. Users will now only see records that have an organization assigned to both the user and the record.
Below are some important things to consider when assigning organizations to users:
- If a user has been assigned to the All Organizations option, they will automatically be added to any new organizations that are created.
- Users who have access to all or multiple organizations will have to select an organization when creating a new contact, customer, or any record that asks for an organization. The organization field will default to blank, and the organization field will be required.
- Users who have access to only one organization will have the organization field pre-populated with their selected organization when creating a new record.
New Role Permissions
We have cleaned up and added new role permissions related to this new change. Click here to learn more about setting role permissions.
- Global > Show Organization - This permission will now control whether the Organization tree displays or not. Selecting this check box will turn on the new functionality for Organizations.
- Note: This must be set for all Roles to use this new functionality.
- Global > Restrict User to Assigned Organization - This permission controls whether to look at the user’s organization or not. Selecting this check box will enforce the organization filtering by user.
- Note: This must be set for all Roles to use this new functionality
Action Required - User Settings
If you have users who need access to records across all or multiple organizations, Admin users will need to update the user records accordingly. See above.
Select Organization Drop-down Menu Improvement
On any search list page, there is now an improved Select Organization drop-down menu.
- It will only show Organizations that have been assigned to the specific user.
- We have added the option [No Owner]. This allows users to search for records that were never assigned an owner.
- We have added the option [No Organization]. This allows users to search for records that were never assigned to an Organization.