User Roles and Access Rights

| by Prashant Singh

You can control access to different features and data by associating roles to users. When a new LeadSquared account is created, the first user automatically assumes the Administrator role. Admins have access to all features based on your account plan.

 

Manage Users

Administrators can see the roles of existing users, navigate to My Profile> Settings>Users and Permissions>Users:

admin user access

 

Roles and Permissions

To assign user roles, refer to Manage Users. There are 4 user roles to choose from –

User RoleAccess Rights
Sales User
  • Can access only the Leads assigned (where the user is the Lead Owner)
  • Cannot access Marketing Functions like Email Campaigns, Landing Pages, Autoresponders, Automation
  • Sales Users can be associated in groups, to know details about creating and managing groups please refer Manage Groups
Sales Manager
  • Can access ALL leads (leads assigned to any user)
  • Cannot access Marketing Functions like Email Campaigns, Landing Pages, Autoresponders, Automation
  • Limited access to Settings
Marketing User
  • Can access ALL leads (leads assigned to any user)
  • Can access all Marketing Functions
  • Limited access to Settings (more than Sales Manager but less than Administrator).
Administrator
  • Complete access to everything
Super Administrator
  • Can apply permission templates to restrict access given to administrator users
  • Can set administrator users as super admins

You can also control permissions at a more granular level using permission templates. For more information, see How to control lead export and lead delete permissions for users? 

 

Any Questions?

If you have any questions related to user roles and access right, please let us know in the comment. We’ll be happy to help.

Was this Helpful?

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments