Permission Templates

1. Feature Overview

Permission templates let you configure access rights for your users. They let you control who sees what and which users can edit, delete, export or import your data.
You can set up access control in 2 quick steps –

1. Create a permission template to control access to features and actions.
2. Apply that template at the user, role, or sales group level.

Also see –

• Creating a Permission Template
• Applying a Permission Template

Example Use Cases

With permission templates, you can restrict users from –

• Viewing, creating, editing, deleting, exporting and importing leads
• Viewing, creating, editing, deleting, exporting and importing opportunities
• Viewing, creating, editing, deleting, exporting and importing accounts*
• Viewing, creating, editing, deleting and exporting activities
• Viewing, creating, editing and deleting tasks
• Accessing accounts, dashboards, reports, custom apps and APIs

You can also configure partial access and allow users to view/edit only certain lead fields/activities/tasks.

2. Prerequisites

• You should be an administrator user.
• The permission template feature is available on select plans. For more information, contact sales@leadsquared.com.
• To enable opportunities on your account, please write to support@leadsquared.com.

3. How to Access Permission Templates

From your dashboard, navigate to My Profile>Settings>Users and Permissions>Permission Templates. 

Related Articles

• Control which users are shown in dropdown fields 
• Applying permission templates to admin users

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!