March 13, 2018

Roles and settings for your organization

Roles and Settings for Your Organization | Mixmax

In any team, consistency is key. That’s why we built a way for you to control what your team can and can’t do within Mixmax.

We now let you create and enforce particular roles for everyone in your organization. That way you can be confident your teammates are syncing exactly the right data to your CRM or ATS.

Roles settings

For example:

  • If you use Salesforce as your CRM, you can make sure Account Executives sync only to Opportunities they own, while the Success team syncs to any Opportunity.
  • If you use Greenhouse as your ATS, you can make sure your recruiters sync their nurture campaigns to the candidate record in Greenhouse.
  • For managers and team leads, make sure they can reassign Mixmax accounts and manage billing, and ensure that none of their conversations are shared with the team.

You can also see if someone in your organization is no longer connected to Salesforce or Greenhouse from your Integrations page.

Mixmax roles integrations

Last, you can make sure specific domains are always excluded from syncing to your system of record, so sensitive internal emails are never shared.

If you’re looking for more granular permissions, let us know, we’re happy to add it to the roadmap!

To learn more about setting up Roles for your organization, contact sales.

You deserve a spike in replies, meetings booked, and deals won.

Try Mixmax free

Recent Posts

true

B2B sales prospecting has come a long way from the days of smile-and-dial.


Without the right software, getting results these days involves walking a long hard road paved with time-consuming manual tasks. And putting the hours in to get to know your prospects, build relationships, and establish yourself as the go-to provider of solutions. 

This means you need some tried and tested strategies as your road map.  

What’s that you say? Can we recommend any? 

You read our minds.  

We make software for the toughest, most clued-up B2B prospects going: sales professionals. So we asked our own hardworking prospectors how they tackle that herculean task.

B2B Sales Prospecting: 8 Strategies to Accelerate Pipeline Growth
B2B Sales Prospecting: 8 Strategies to Accelerate Pipeline Growth B2B sales prospecting has come a long way from the days of smile-and-dial. Without the right software, getting results these days involves walking a …
Read more

Salesforce sales engagement
How to Use Salesforce Sales Engagement in Your Sales Process If you’re part of a revenue team, you know how cutthroat sales has become. If your messaging isn’t personalized or if you use outdated, wrong, or …
Read more