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.
Administrators can see the roles of existing users, navigate to My Profile> Settings>Users and Permissions>Users:
Roles and Permissions
There are 4 user roles to choose from –
|User Role||Access Rights|
For more details on each user role, see All Roles and Access Rights (PDF).
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?
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.