Product Update: Improved User Management

Today we’re releasing the second component to the Base User Management update. This second release improves upon the user management experience for administrators and also introduces flexibility for managing teams. Here’s what you can expect:

 

Improved user hierarchy visualization and navigation

Our previous user hierarchy view could be difficult to navigate for large enterprises with a high volume of users. With this update, we’ve added a few features to streamline navigation including:

– Searchable user hierarchy (and user lists!)

– New look and feel

– Collapsible hierarchy sections

– Option to return to the “center” of the hierarchy

Team Management

In addition to improving the overall experience, we’ve added improvements to team functionality. Previously, all teams were named based on the team manager and automatically appeared in filters on Base reports. This meant that filtering options could easily become cluttered with teams (like finance or sales operations) who don’t actually own any leads, contacts or deals. With this update, admins will be able to:

– Create custom team names

– Exclude specified teams from report filters

For additional information on user management and permission, check out our user management support page.

Related Articles

Product Update: Deduplication Revamp

Base News

Product Update: Deduplication Revamp

We recently revamped our duplicate management solution to ensure you can avoid data quality pitfalls while getting the most out of Base’s productivity enhancing and analytics capabilities.

Lindsey Bly

Lindsey Bly

April 27, 2017

Subscribe to the Baseline Blog

Be the first to hear about product updates, as well as sales, productivity and CRM strategies.