Overview
You can add users to LeadExec with Roles and Permission levels specific to their job function. This ensures each user only sees and interacts with areas of the system relevant to their responsibilities. To manage your LeadExec administration team, navigate to Settings → Account Settings → Users.
Key Functionality
Add New Users
Add New Users: Allows creation of new users and assignment to an existing permission set.
Permissions: Permissions must be created beforehand to ensure proper assignment.
Access Control: This ensures users only have access to features and data relevant to their role.
Edit Existing Users
Modify User Information: Update user details, role, or permission levels for current users.
Access Settings: Adjust settings such as Mobile Access and Email Reminders for each user.
Enable Mobile Access
Mobile Access: Grants users the ability to access LeadExec via mobile devices for convenience and real-time updates.
Enable Email Reminders
Email Reminders: Sends scheduled reminders to users about tasks, alerts, or actions they need to take in the system.
How to Use This Feature
Access the Users Screen
Go to Settings → Account Settings → Users to view all current users and available actions.
Add a New User
Click Add New User.
Assign the user to the appropriate Permission set (must be pre-created).
Fill in user details and enable Mobile Access and/or Email Reminders as needed.
Once a new user is created, they will receive an email invite.
Edit an Existing User
Select the user from the list and click Edit.
Update their role, permissions, or access settings as required.
Best Practices
Prepare Permissions First: Ensure all permission sets are created before adding new users. To learn more about Permissions click here.
Assign Roles Thoughtfully: Assign only the permissions necessary for the user’s responsibilities to maintain security and workflow integrity.
Enable Mobile Access Judiciously: Only grant mobile access to users who need it for daily operations.
Use Email Reminders Effectively: Enable reminders to help users stay on top of tasks without overwhelming them.
Troubleshooting
User Cannot Access Certain Features:
Confirm the user is assigned to the correct permission set.
Verify that the permission set contains access to the required areas.
Email Reminders Not Received:
Check that the user has reminders enabled and that their email address is correct.
Mobile Access Issues:
Ensure the user’s account is configured for mobile use and that the device meets system requirements.