LeadExec offers users the ability to create user Permissions. These role-based Permissions ensure that users in your system can only see what permissions they are assigned to based on their role in the company.
To start creating a permission group click on the Settings tab.
Select Permissions in the Account Settings section to create your user permissions.
Click Add to create a new Permission Role.
Role Properties – This section of the system will allow you to create various permissions for critical parts of the LeadExec system.
The seven main categories are:
Properties - Create a name for the role, like Manager or Sales
Leads - Limit or allow access to the parts of the system that contain Leads, and allow for lead returns.
Clients - Limit or allow access to the parts of the system that contain Clients.
Lead Sources - Limit or allow access to the parts of the system that contain Leads Sources.
Reports - Limit or allow access to the parts of the system that contain Reports.
System Settings - Limit or allow access to the parts of the system that contain Reports.
Filters - This section allows you to limit Clients, Lead Sources, and Lead Types to very specific selections. For instance, maybe an account administrator can only manage accounts assigned to them.
