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.
- You must be logged in to your LeadSquared account.
- You must be an Administrator user of your LeadSquared Account.
3. Create a User
Navigate to My Account>Settings>Users and Permissions>Users. To create (add) a new user, click Create.
On the Create User pop-up, fill in all the necessary details.
Note: You can create a user by entering only first name and email address fields and clicking Save. However we recommend you enter all the relevant information that you can leverage while using other LeadSquared features like automation.
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.
Note: The Phone (Mobile) field will be used 2-factor authentication as well as password reset actions. It can only be updated by Administrators.
3.2 Work Details
3.3 Location Details
Use this tab to enter the user’s address.
3.4 Assign User Role
You can choose from four different user roles. For detailed information on Permissions for different user roles and their access rights, see User Roles and Access Rights.
Note: By default, the user’s role will be ‘Sales User’.
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.
To view the list of actions you can perform on a single user, hover your cursor over the settings wheel and click Edit.
|Edit||Edit all user fields.|
|Deactivate||In order to preserve the integrity of your marketing history, we don’t allow you to delete users. Instead, you can deactivate them. Users who’ve been deactivated, won’t be able to log into LeadSquared.|
Note: Before deactivating a user you should ensure that all leads and tasks under the user are assigned to an active user. This way you won’t miss out on critical tasks you have to perform.
|Reset Password||Admins can initiate the password reset process for any user including the passwords for other Admin users. For more information, see How can an Administrator user set password for other users?|
|Set Permissions||Gives you granular control over permissions through permission templates.|
|Change Password||Rather than allowing a user to reset their own passwords, admins can use this option to set a password for the user.|
|View Lead Access||Allows you to view the lead access permissions of a user in accordance with the Sales Groups they are part of.|
|View Automation Report||If you’ve setup user automations, this report shows you the path the user has taken through the automated workflow.|
Note: To change the email address associated with a see How to Change a User’s Email Address.
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.
Note: You can only bulk update the Team or Status field for users. To update other fields, or multiple fields at once, see Managing Users Through CSV.
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.
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.
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.