Tag Archive for: access template

Permission Templates

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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 – Create a permission template to control access to features and actions. Apply that […]

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Create Permission Templates

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1. Feature Overview This article shows you how to create and configure a permission template. If you’re new to the permission template feature, see LeadSquared Permission Templates. If you’ve already created a permission template and now want to apply it to your users, see How to Apply a Permission Template. Note: Instead of restricting export for each […]

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Apply Permission Templates to LeadSquared Users, Roles or Groups

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1. Feature Overview Configure your users’ access to different features in LeadSquared using Permission Templates. Once you create a template you can apply it at a user level, role level or group level. To know more, see How to Create a Permission Template?   2. Prerequisite You must be the Administrator of your LeadSquared account. […]

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