User Roles and Access Rights - LeadSquared Help and Support

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

There are 4 user roles to choose from –

User Role	Access 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.

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?

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.