Set permissions for the LeadSquared mobile app, configure behaviour for offline leads/activities/tasks/smart views and also set call, SMS and location tracking permissions for different user roles.
Prerequisites
- You must be an Administrator user of your LeadSquared account.
- Your users must have the LeadSquared mobile app installed on their devices.
Permissions
The Mobile App Permissions page is available under My Account>Settings>Mobile App>Permissions. Click Edit to open the page in edit mode and set permissions for each feature.
Here’s an explanation of each setting –
| Section(s) | Setting | Description |
| Offline Leads | Allow Access | Allows the user role access to the offline leads feature. Users granted this permission can create and update leads without internet connectivity on the LeadSquared mobile app. |
| No. of leads allowed | The number of leads displayed to the user role while offline. Leads that have recently engaged/performed activities/been modified will be displayed. | |
| Overwrite Data | Allows a user role to Ignore or Overwrite information of leads created in offline mode. | |
| Override settings on device | Gives the user role permission to override these settings from the mobile app. | |
| Offline Activities, Offline Tasks | Allow Access | Allows the user role access to the offline activities and offline tasks features. Users granted this permission can create and update activities and/or tasks without internet connectivity on the LeadSquared mobile app. |
| Date Range | The date range within which activities and/or tasks should be displayed while offline. | |
| Overwrite Data | Allows a user role to Ignore or Overwrite information of activities/tasks created in offline mode. | |
| Override settings on device | Gives the user role permission to override these settings from the mobile app. | |
| Offline Smart Views | Allow Access | Allows the user role access to the offline smart views features. Users granted this permission can create and update smart view tabs without internet connectivity on the LeadSquared mobile app. |
| No. of records per tab | The number of lead/activity/task records to display per smart view tab while offline. | |
| Overwrite Data | Allows a user role to Ignore or Overwrite information of smart view tabs created in offline mode. | |
| Override settings on device | Gives the user role permission to override these settings from the mobile app. | |
| Calls and SMS | Track Calls | Posts inbound and outbound phone calls to leads from the user role’s device as activities in LeadSquared. |
| Record Calls | Allows you to record the inbound or outbound calls from/to leads. For more information, see How to Record Inbound/Outbound Calls for Leads in LeadSquared? | |
| Track SMS | Tracks SMS made to or received from leads as activities in LeadSquared. | |
| Override settings on device | Gives the user role permission to override these settings from the mobile app. | |
| Location Tracking | Track real-time location | Enables real-time location tracking when a user checks-in/checks-out of the LeadSquared mobile app. For more information, see Check-in/Check-Out for Mobile. |
| Track location on lead update | Captures the location co-ordinates when a lead field is updated and posts an activity in LeadSquared. |
Task and Activity Completion
Automatically post activities every time a task is completed –
- Navigate to the Task & Activity Completion tab.
- Click the edit
icon under the Actions column, alongside any task type. - Under the Activity Associated column, select the activity you want to post when the task type is completed.
- Alongside the Actions column, click the save
icon.
Menu Customization
Admins can customize menus for all users –
- Navigate to My Account>Settings>Mobile App>Mobile Navigation.
- Drag menu options to and from the visible and hidden menu tabs to customize the menu.
- Click Save.
Any Questions?
If you have any questions related to mobile app permissions, please let us know in the comments section below. We’d love to hear from you!