Managing User Permissions
Set the level of access and permissions users have such as the ability to :
- Export Leads
- Reassign Leads
- Delete Leads
- See Leads Assigned To Others
- See Unassigned Leads
- See Lead Original Contact Info
- See Lead Source
- See Lead Cost
- Manage Email Templates
- Manage Lead Sources
- Manage Notifications
- Manage Stages
Click on users under settings.
Click on the user you want to review permissions for.
This will take you to their profile page.
Click on the lock icon on the profile page to open the permission menu.
See an explanation for each individual permission in the sections below.
You can modify permissions for each lead type for each user so that if Agent A is on multiple teams you can have granular control over what level of control they have for each lead type.
This permission gives the ability to export leads. 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. When this permission is removed, the assignee field on the lead record will be locked down.
This permission gives the ability to delete leads.
See Leads Assigned To Others
This permission gives the ability to view leads assigned to others.
See Unassigned Leads
This permission gives the ability to see unassigned leads. 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.
See Lead Original Contact Info
This permission gives the ability to see the original phone number and email address for each lead. If this permission is removed, only the tracked phone # and email address will be provided. The places this information are displayed are:
- Contact info section of the lead record
- New lead email notification
- Lead assignment notice
When this permission is removed, users will not have the ability to edit or update the contact information for a lead.
See Lead Source
This permission gives the ability to view the lead source for each lead (where it came from). This information is visible in the following places:
- Lead History
- Details Section of Lead Record
- Leads Dashboard
- New Lead Email Notice
Keep in mind that non-admins can't view the lead sources page under settings regardless of whether or not this permission is given.
See Lead Cost
This permission gives the ability to view the lead cost for each lead. This information is visible under the details section of the lead record.
Manage Email Templates
This permission gives the ability to view and edit email templates. This DOES NOT affect the ability to use email templates, only editing them.
The email templates page is found under the settings tab.
Manage Lead Sources
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 worflows page.
Granting Admin Privileges
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:
- Lead Types
- Lead Sources
- Notifications & Routing
- Stages & Workflows
- Email Templates
How to add other admins
Click on users under settings.
Click on a specific user.
On their user profile, check 'Yes' under 'Can manage company account?' in the top right.
Only admins can grant admin status to other users.