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:
Roles and Permissions
There are 4 user roles to choose from –
User Role | Access Rights |
Sales User |
|
Sales Manager |
|
Marketing User |
|
Administrator |
|
Super Administrator |
|
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.