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Permission Templates

Permission templates let you configure access rights for your users. In other words, 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.

 

Example Use Case

With permission templates, you can restrict users from –

  • Viewing, creating, editing, deleting leads, exporting and importing leads
  • Viewing, creating, editing, deleting and exporting activities
  • Viewing, creating, editing and deleting tasks.

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

 

Prerequisites

  • You should be an administrator user.
  • The permission template feature is available on select plans. For more information, contact sales@leadsquared.com.

 

How to Access Permission Templates

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

manage permission templates

 

Next Steps