Learn how to manage your users' permissions!

First, note that only admin users can update other users' permissions.

You can limit or give access to the following:

Pipeline Specific permissions:

Process Specific Permissions:

Note: even if you are an admin, you cannot edit your own user permissions. You'll need another admin to edit them.

First, click on Users under Settings.

Then click on the user you want to review permissions for.

This will take you to their profile page. By default, a new user will be a limited access user, but you can give them full access by changing them to an admin.

You can also give them access to see tasks assigned to others:

Give them access to your sales pipelines or process types using the checkboxes in the righthand sidebar.

Click on each pipeline or process to open the permission menu, select the desired permissions, and save.

See an explanation for each individual permission in the sections below.

This permission gives the ability to delete leads or processes. They cannot delete the pipeline or the process type however without being an admin user.

This permission gives the ability to export leads or processes. When this permission is active the 'Export Leads' button will appear at the top right section of the leads page:

When the permission is turned off this button is hidden.

Related: How to Export Lead Data

This permission gives the ability to reassign leads or processes. When this permission is removed, the assignee field on the lead record will be locked down.

This permission gives the ability to view leads or processes assigned to others.

This permission gives the ability to see unassigned leads or processes. This is required to claim unassigned leads.

When a default assignee is not listed in the notification order, leads that are not immediately responded to will be left unassigned and therefore invisible to anyone that does have access to this permission.

This permission gives the ability to view and edit email templates. This DOES NOT affect the ability to use email templates, only the ability to edit them.

This permission gives the ability to view and edit the lead sources page.

This permission gives the ability to view and edit the notifications and routing page.

This permission gives the ability to view and edit the stages and workflows page.

Any LeadSimple user can be granted admin privileges which grant them all of the permissions listed below in addition to the ability to view and edit the following pages under settings:

Only admins can grant admin status to other users. Admins cannot edit their own permissions.