Administrator guide¶
Administration is permission-aware. The account menu shows Administration only when you can open at least one settings area, and the hub shows only the cards your account may use.
Yukon's client-facing access levels are:
| Access level | Typical responsibility |
|---|---|
| Sales representative | Work assigned records, activities, and opportunities. |
| Sales manager | Coordinate a team and manage selected sales configuration. |
| CRM administrator | Manage the CRM workspace, access, and broader configuration. |
Exact permissions still come from the workspace's role configuration. Do not use an administrator account for daily work merely to avoid configuring access.
Start with these controls¶
Other settings can cover workspace defaults, branding, lead statuses, custom fields, quick forms, classifications, email accounts, templates, activities, reminders, imports, exports, automations, and extensions. Optional modules add their own cards only when installed and available.