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How to control lead export and lead delete permissions for users?
Updated
24 May 2024 | 04:45 PM
You can control all user permissions (including view, create, edit, export, delete, etc.) through the Permission Templates feature.
- First, you need to learn how to create a permission template. You can grant no access or full access for lead export and delete.
- Once you’ve created a permission template learn how to apply permission templates at the user, role or group levels.
Can i define my own user role? For example Business Analyst
Hello, Sai.
No, it is not possible to create any user roles apart from these four – Administrator, Marketing User, Sales Manager and Sales User. To know more about user roles, please refer to User Roles and Access Rights.