Manage Users

1. Feature Overview

The Manage Users Page is where you’ll find the list of all your LeadSquared users. From here you can create, update and perform a range of actions on your users. You can also export your users to a CSV file and perform bulk updates.

2. Prerequisites

• You must be logged in to your LeadSquared account.
• You must be an Administrator user of your LeadSquared Account.

3. Create a User

1. Navigate to My Account>Settings>Users and Permissions>Users.
2. To create (add) a new user, click Create.
3. On the Create User pop-up, fill in all the necessary details.

3.1 Basic Details

Provide all the basic details of the use (including the user role) here. You can also choose a reporting manager and team.

3.2 Work Details

Here, you can add the user to a team, apply a holiday calendar and a workday template. You can also add basic work details like Employee ID, Date of Joining, etc., here.

3.3 Location Details

Use this tab to enter the user’s address.

3.4 Manage Permissions

Set permissions for your user on this tab. You can also enter your user’s role (Administrator, Sales Manager, etc.) and type (Regular, Mobile, Marvin) here.

• Restrict Mobile App Login – Restrict regular users from logging into their LeadSquared account using the mobile app.
• Ignore IP Check At Login – If this permission is enabled, the user can login from any IP address even when IP whitelisting is enabled.
• Apply Only User Specific Permissions -Exempt certain users (like group managers) from blanket permission templates applied at the role and group level.
• Group Access – Give permissions to the groups the user is in to view and modify leads, create users, and create automations.

3.5 Other Details

This tab lets you save custom data about your users like their birthdays, joining dates, marital status, etc. To customize and create custom fields, see Manage User Custom Fields. You can later use this information to set up automations to automatically send them greetings and notifications.

3.6 Report Subscriptions

Select the reports you want the user to have access to. You can also select the columns you want displayed.

4. Actions

Sales Group Managers have complete user management control over users in their sales groups. They can Activate, Deactivate, Mark Users Obsolete, and assign users to other Sales Groups. This ensures that Sales Group Managers can operate independently, without any reliance on Admin users to perform any of these actions. To enable this on your account, contact your account manager, or write to support@leadsquared.com.

To view the list of actions you can perform on a single user, hover your cursor over .

4.1 Import User & Update Via CSV

You can import a list of users through CSV. For details see Managing Users Through CSV.

4.2 Export & Bulk Update Actions

You can export your users to a CSV file and perform a bulk update for a single user field. Both options are available under the Actions column.
Before performing a bulk update, be sure to select the checkboxes alongside the users you want to update.

4.3 View User Hierarchy

You can view the hierarchy of your users based on the ‘Reporting to’ field. Under Actions, click View User Hierarchy. You can drag and drop users to change their reporting managers.

5. Reports

You can find reports and analytics on user login history, user productivity, user activities and tasks, sales groups, field sales performance and more. Navigate to the Reports page (Reports>Reports Home on the main menu), and check under Administrative Reports, Field Sales Tracking, Sales Group-Wise Analysis, Task Analysis, and User Activity Reports.

Any Questions?

We’d love to hear your feedback to help improve this article. Feel free to enter your questions or grievances in the comments section below.