1. Feature Overview
Set permissions for your LeadSquared iOS or Android mobile app, configure behaviour for offline leads, opportunities, activities, tasks, smart views and also set call, SMS and location tracking permissions for different user roles.
To learn about device permissions required by the mobile app, refer to Which device permissions does the LeadSquared Mobile App require?
2. Prerequisites
- You must be the Administrator of your LeadSquared account.
- Your users must have the LeadSquared mobile app installed on their devices.
3. Set 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. |
4. 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.
5. 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.
6. Additional Settings
To configure Additional Settings for your mobile app, refer to Mobile App Additional Settings.
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!
