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User Roles and Access Rights

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You can control access to different features and data by associating roles to users. When a new LeadSquared account is created, the first user automatically assumes the Administrator role. Admins have access to all features based on your account plan.

 

Manage Users

Administrators can see the roles of existing users, navigate to My Profile> Settings>Users and Permissions>Users:

admin user access

 

Roles and Permissions

To assign user roles, refer to Manage Users. There are 4 user roles to choose from –

User Role Access Rights
Sales User
  • Can access only the Leads assigned (where the user is the Lead Owner)
  • Cannot access Marketing Functions like Email Campaigns, Landing Pages, Autoresponders, Automation
  • Sales Users can be associated in groups, to know details about creating and managing groups please refer Manage Groups
Sales Manager
  • Can access ALL leads (leads assigned to any user)
  • Cannot access Marketing Functions like Email Campaigns, Landing Pages, Autoresponders, Automation
  • Limited access to Settings
Marketing User
  • Can access ALL leads (leads assigned to any user)
  • Can access all Marketing Functions
  • Limited access to Settings (more than Sales Manager but less than Administrator).
Administrator
  • Complete access to everything
Super Administrator
  • Can apply permission templates to restrict access given to administrator users
  • Can set administrator users as super admins

You can also control permissions at a more granular level using permission templates. For more information, see How to control lead export and lead delete permissions for users? 

 

Any Questions?

If you have any questions related to user roles and access right, please let us know in the comment. We’ll be happy to help.

How to Edit DNS Settings in Web Hosting Services

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cPanel

1. Log in to the cPanel administrative console. Click on the Simple DNS Zone Editor under the Domains section.

2. Fill in the name for your new CNAME sub-domain(sub-domain that you have specified in LeadSquared) in the Name field and cloud.viewpage.co in the CNAME field.

3. Click the Add CNAME Record button.

4. If you have completed specifying the sub-domain name and adding the CNAME record, you will see a success message in LeadSquared.

 

GoDaddy.com

  1. Log in to your Account Manager at www.godaddy.com.
  2. Next to Domains, click Launch.
  3. From the DNS menu, select DNS Manager, and then click Edit Zone for the domain name you want to update.
  4. Go to the Zone File Editor for the domain name you want to update. Click Add New Record. The Add DNS Record window displays.
  5. From the Record type list, select CNAME (Alias).
  6. In the CNAME (Alias) section, click Quick Add. If you’ve already created a CNAME record for the address, you can click anywhere in the existing CNAME record’s row to edit.
  7. In the new row that appears, enter the following information:Host: Enter the sub-domain name (which you have specified in LeadSquared); Points to: Enter cloud.viewpage.co.
  8. TTL: Leave the TTL value to the default selection.
  9. At the top or the bottom of the page, click the Save Zone File button.
  10. Click OK in the pop-up.

 

ix web hosting

  1. Log in to your account at ix web hosting.
  2. Click Manage below the Hosting Account section.
  3. On the left side, click the domain you’d like to use with your landing pages.
  4. Next to DNS Configuration, click EDIT.
  5. Click Add DNS CNAME Record.
  6. In the Name field, enter only the subdomain you want to use. For example, if you picked landingpages.mydomain.com as your landing page address, just enter landingpages.
  7. In the Data field, enter cloud.viewpage.co.
  8. Click Submit.

 

1and1

  1. Log in to your account at https://admin.1and1.com
  2. If it’s not already selected, click the Administration tab.
  3. Click Domains. The Domain Overview page appears.
  4. From the New drop-down menu, select Create Subdomain. (If you’ve already created a subdomain for your landing pages, skip to step six.)
  5. Enter only the subdomain you want to use, and click OK. For example, if you chose landingpages.mydomain.com for your landing pages, you should enter landingpages here.
  6. Select the checkbox next to the subdomain that you will be using. (Example: landingpages.mydomain.com)
  7. From the DNS menu, select Edit DNS Settings.
  8. Click the radio button next to CNAME.
  9. Enter cloud.viewpage.co next to Alias.
  10. Click OK.

 

Yahoo!SmallBusiness

  1. Log in to your account at smallbusiness.yahoo.com.
  2. Click Domain Control Panel below the domain you’d like to use with your landing pages.
  3. Click Manage Advanced DNS Settings.
  4. Click Add Record.
  5. In the Source field, enter only the subdomain you want to use. For example, if you designated landingpages.mydomain.com as the address of your landing pages, enter landingpages in the Source field.
  6. Enter cloud.viewpage.co in the Destination field.
  7. Click Submit.

 

No-IP

  1. Log in to your account at No-IP.
  2. On the left side, click Host/Redirects.
  3. Click Manage underneath Host/Redirects.
  4. Click Add for a new entry, or click Modify and skip to step six for an existing entry.
  5. Enter the host name (example: landingpages from landingpages.mydomain.com), and select your domain name.
  6. Select DNS alias CNAME at the host type.
  7. Enter cloud.viewpage.co as the Target Host and click Modify.

 

DNS Park

  1. Log in to your account at DNS Park.
  2. On the left side, click DNS Hosting.
  3. Click the domain you’d like to use with your landing pages.
  4. Since DNS Park is your hosting service, and not your domain registrar, be sure that your domain points to DNS Park’s nameservers. This will allow your MX record configuration to take effect.
  5. Click Alias Records.
  6. Under Host Name, enter only the subdomain you selected in LeadSquared. If you have chosen landingpages.mydomain.com to host your landing pages, enter landingpages.
  7. Under Destination Name, enter cloud.viewpage.co.
  8. Click Add Alias.

 

Big Rock

  1. Login to your Control Panel of Big Rock.
  2. Click Manage Orders > List/Search Orders.
  3. Search for the Order for which you have activated the DNS Service.
  4. On the next page, you would see a list of all your Product/Service Orders bought through BigRock. Click any domain name to reach its Overview.
  5. Click the DNS Management tab. This will bring up the DNS Service interface.
  6. Click the Manage DNS link. The DNS Management Console will pop-up through which you may add the DNS records.
  7. There you would find 3 fields:
  • Host Name: Here the domain name, for which you are adding the Record for, would be pre-filled (e.g. yourdomainname.com). Now, if you wish to add a new Record for my.yourdomainname.com, then you would have to put in my the text box. If you wish to add a Record for just yourdomainname.com, then you can leave this box blank.
  • Destination IPv4 Address: Here you would have to enter the IPv4 IP Address of the Web Server, where you wish to host this domain name.
  • TTL: This is the Time To Live for this Record, in seconds. Any Server which once queries this Record will query it again after this time interval. The ideal TTL is 86400, which is 1 day. It can not be set to less than 14400, i.e., 4 hours.

Click the Add Record button to submit your Record.

BlueHost

  1. Login to your Bluehost Control Panel.
  2. Select the DNS Zone Editor icon in the Domains section.
  3. Select the domain you’re modifying from the drop-down box.
  4. Scroll down to the heading named Add DNS Record.
  5. In the Host Record field, enter the desired record name. If you wish to add a new Record for my.yourdomainname.com, then you would have to put my in the text box.
  6. Leave the TTL field at it’s default setting.
  7. In the Points To field, enter the address that the record should resolve to. Enter cloud.viewpage.co.
  8. Other fields may appear depending on the type of record you are creating.
  9. Click on the Add Record button to create the record.

How to Publish Landing Pages within your Domain Name?

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The landing pages that you publish through LeadSquared, by default, will show the following address on the address bar of browser when anyone views them:  <companyname>.viewpage.co/<landing-page-name>. 

“viewpage.co” is a domain name owned by LeadSquared.

But you can publish the landing page in your own domain name. Note that it is not mandatory to publish the landing page in your own domain name.  The landing pages will always be available in viewpage.co domain even if you don’t provide your own custom domain.

Prerequisite: You are Admin user of LeadSquared

Landing pages can be published within your domain name in just 3 steps.

  1. Choose a subdomain name to host the landing pages
  2. Create a CNAME record in your DNS (Domain Name Server) of the chosen name
  3. Specify landing page sub-domain in LeadSquared

1. Choose sub-domain Name

Lets say your domain name is practicalfunnel.com.  Your default landing page hosting domain will be  practicalfunnel.viewpage.co .

You can change it to

pages.practicalfunnel.com or info.practicalfunnel.com or marketing.practicalfunnel.com or anything.practicalfunnel.com.   It’s up to you to choose the prefix like “pages”, “info”, “marketing”.

Lets say you choose “pages”.  Then your landing page base URL will become pages.practicalfunnel.com. And your landing page URLs will be like http://pages.practicalfunnel.com/landingpagename.

2. Create CNAME record in your DNS

Login to your DNS and create a cName record like the example shown below:

pages.practicalfunnel.com  points to cloud.viewpage.co

or in generic terms:

<your chosen sub domain name>.<your domain name> points to cloud.viewpage.co

Here is an article on doing cName setting in control panels of popular hosting providers: How to Edit DNS Settings in Web Hosting Services.

Note that DNS settings may take upto 48 hours to propagate.

3. Specify the sub-domain name in LeadSquared

Navigate to My Account->Settings->Domain Settings->Website and Landing Page Domains

You will notice your default landing pages domain <yourdomainname>.viewpage.co.

LP default domain

Click Add Domain.

Add Domain Button

  1. Select Landing Page Hosting tab
  2. Select the domain in which you want to specify a sub-domain. You may see multiple domains  if your subscription plan supports it. To know more about multi-domain setup, check: Configuring multiple domains in LeadSquared
  3. Specify the sub-domain name
  4. Save

LP - create domain

If your cName setting is not completed or propagated, you will see a red icon next to the added sub-domain.

LP - Set Primary

One your cName setting reflects, the red icon will turn to green:

LP cName connected

Green icon signals that you can use the new landing page domain.  Note that the landing page will still be accessible with the viewpage.co URL.  Landing pages are available in all sub-domains that are configured in your domain.

Verify the new Landing Page Domain

Once you have created and published a landing page, you can use “Get Landing page URL” option in landing page list:

LP Get URL

Select a sub-domain to get the corresponding URL.

Get URL Popup

The URL will be displayed:

LP Published URL

How to redirect the host page after lead submits on embedded form?

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LeadSquared Landing Pages can be used to create forms and these forms can be embedded as iFrame in your website. Here is an article describing the process. 

On submission of the form, you may want to redirect the lead to a thank-you page or any other web page. By default the redirected page will open within the iFrame in which form is embedded.  If you want the host page (the web page in which form is embedded) to redirect to the new URL, follow these steps:

Create a new landing page having size same as the form size.  Add a simple HTML block with text “Redirecting…”   (you can put any text you want). In the Page Settings step 4 of building landing page, towards the bottom of the page you will see  “Embed JavaScript” section.

Insert the following script  in “Embed JavaScript” section “Inside Head”:

<pre><script>window.top.location.href = "http://www.yourwebsite.com/desired-url";</script></pre>

Example: If the redirect URL is www.google.com then the script will be:

<pre><script>window.top.location.href = "http://www.google.com";</script></pre>

Publish this landing page and get the URL. In your form only landing page which you intend to embed on your web page, add an option to redirect to this URL.

Please note that if your landing page is accessed through “http”, you can only direct to a page through http. The redirect will fail if you try to redirect to a page with “https” URL.