Account Setup - Overview ​

Account Setup - Overview ​

Once you create an account in Bigin, you can add the details about your organization, add roles that your organization follows like CEO, COO, Manager, etc. and create profiles allowing users to access the functions that are assigned to them.

Go through these four stages to finish setting up your account:

Roles
Normally every company follows an organizational hierarchy and every member in that organization has a specific role to perform. For example, Zylker Feeds is a restaurant and has the organizational hierarchy as follows:

This hierarchy can be implemented in your Bigin account allowing users in the higher level of hierarchy to access the data of the users in the lower level of the hierarchy. The CEO can access the data of the Sales Manager and the Sales Manager can in-turn access the data of both Sales Reps and the Sales Assistant.

Profiles

The duties and responsibilities of users in your CRM account differs from one person to another and hence they don't need access to everything. 
 
Consider this analogy, you are the dessert chef at Zylker Feeds and you specialize in making Apple Pie, Lemon Tart and Chocolate truffle. The ingredients you need access to includes apple, lemon, chocolate, flour, sugar and other essentials whereas, things like green chilli, ginger, onion, meat, etc. are not needed. It doesn't make a difference even if they are provided to you, you are not going to use it anyway. 
 
Likewise, in any business scenario, profiles in Bigin helps you give access to certain functions that the user needs access to accomplish his task and prevents access to functions that the user can live without.

Users

The employees in your organization can be added as users in your Bigin account. 
 
Let's say John H. Watson is your Restaurant Manager and you want to add him in your Bigin account. You can do so by selecting the role and choosing the appropriate Profile. Now an invite will be sent to John H. Watson allowing him to join your Bigin account. Once added, he can perform the actions that he has the permission to do so thus fulfilling his role.
 

Organization

The information about your organization can be specified. Add basic information, address, locale, choose time zone and currency. This data is helpful for your users to add as merge fields in email templates.    

    • Related Articles

    • Setup

      The user info widget enables you to manage departments, user accounts, and plan details. There are quick access links to various sections, and links to download the mobile apps right from within the widget. You can configure your survey's live form ...

    • Account Setup

      Sign Up as a new User: To create a new account with ShowTime: Navigate to https://www.zoho.com/showtime/. Click Start my free trial.  Fill in the required fields. Enter your Full Name and Email Address. By clicking Start my free trial, you agree to ...

    • Getting Started - Account Setup

      Your Zoho Workerly account settings consist of Personal and Company settings. Before you start working with your account, you need to set up the personal settings such as defining the language, country locale, time format, time zone, etc. Agencies in ...

    • Account setup

      Create an account with Zoho Backstage and a portal to catalogue your events. You'll only need to set this up once. Host every event in your portal on a free and secure website through a subdomain of the primary domain, zohobackstage.com. Note: You ...

    • Setup

      Departments This feature is available for enterprise users. A single organization can have one survey account with multiple users allowed access to create and send surveys. Learn how to create a department. Custom domain When you want to publish a ...