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
To assign user roles, refer to Manage Users. 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.
Hi Prasant, the article is certainly helpful. However, my suggestion would be multi-hierarchy model.
Let me walk you through for my Sales Hierarchy.
Sales User – report into respective (L1) Assistant Area Manager / Area manager, L1 does report to Zonal Head, and Zonal Head reports into Business Sales Head.
We do have four separate zones managed by 3 zonal heads, expectation would be, Business head do have visibility for business across all zones, but respective zonal head must have visibility for respective zones only, same for area managers, they must not have visibility for other area managers but must have visibility for complete business of all sales user mapped to them.
Role wise, if I upgrade Area Manager / Zonal Head as Sales Manager they do have better granular level of business logged but at the same time
they do have complete business visibility across all zones.
If at all hierarchy wise elevation is viable is made through, it must be helpful in many ways.
Hi, Mudassir, thank you for reaching out. I’ve passed this on to the relevant department. Someone from LeadSquared will contact you soon to assist with this.
Can I add more rules on the roles, or create new roles?
Hi Shreyansh,
You can’t create new roles, but you can use permission templates to create rules and define access rights for your users. We also have other features like Sales Groups and IP Whitelisting to help you control user access and permissions.