Rethink is designed to support a team environment and be customizable for your specific needs. Depending on your data sharing preferences, Rethink can be configured to broadly share data between brokers, or carefully restrict access.

To support this, Rethink is built around three different types of users:

Admins have very special permissions. In addition to having full access to all user records and data in the system, they manage things like user accounts, sharing rules, objects, workflows, validation rules, reports, and more.

Admins are planners, problem-solvers, and heroes - please review this article to learn more about their role and responsibilities. All Rethink organizations have at least one administrator. Your administrator’s role can be as simple or as complex as your organization's size and structure. Below are just a few examples of what system administrators do in Rethink:

A special license type called 'Salesforce' is required to set up a user as a system administrator. The standard 'Salesforce Platform' broker license will not suffice.

Note, Salesforce enforces a limit of 1 system administrator for every 50 users.

With the exception of Deal Pipeline records, Rethink Advanced Users can Read, Create, Edit, Delete, and View All records in the database (records they own, and records other users own).

For Deal Pipeline records, these users have view access by default but not modify access.

This profile type requires a 'Salesforce Platform' license.

Rethink Standard Users can Read, Create, Edit, and Delete records they own (create). This profile will ensure privacy amongst users as it will not allow viewing or editing of other users' deals, contacts, etc.

This profile type requires a 'Salesforce Platform' license.

Go into Setup > Users > Profiles and select Edit next to the profile name. Locate the section labeled Custom Object Settings.

See the video below for more details: