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How to Apply Permission Templates to LeadSquared Users, Roles or Groups?

This help articles allows you to understand on how to apply a Permission Template to a user.  The template can be applied at the following levels:

  • User Level – Allows you to select all the list of all users from LeadSquared
  • Role Level –  Allows you to select the different role types (Administrator, Marketing User, Sales Manager and Sales User
  • Group Level – Allows you to select the different

This article also allows you to understand:

  • How to Edit a Template?
  • How to Delete a Template?

For more information on Permission Templates, refer to the following help articles

Procedure

Once you have created the Permission Template, you can apply the template to the required user, role type or group. To do this:

  • From the Permission Templates area, against the required templates under Actions, click .  The menu highlighted in the below image appears:

  • Click Apply Template. The Apply Template pop-up box appears:

This pop-up has the following tabs:

User Level

Allows you to add the required users to the right pane from the user list. You can also filter users in the User List using the Search By filter. This filters users by role type or group.

Role Level

Allows you apply templates to the different role types in LeadSquared.  Example: If you apply a template to restrict Create to the Marketing User role, no user belonging to the role would not be able to create a lead.

Group Level

Allows you to apply the template to a list or group of users.

Once the templates are applied, click Save.

Once the templates are created, you can also apply the templates from the Users, Groups and Roles grid of the Users and Permissions settings.  You can do so by clicking Set Permission under Actions. Please see the below images for reference:

How to Edit or Delete a Template?

To edit:

  • From the Permission Templates area, against the required templates under Actions, click .  The menu highlighted in the below image appears:

  • Click Edit. The Update Template area appears:

  • Make the required changes and click Save to update.

How to Delete a Template?

To delete:

  • From the Permission Templates area, against the required templates under Actions, click .  The menu highlighted in the below image appears:

  • Click Delete and the following pop-up box appears:

  • Click Yes to confirm.