Overview
LeadExec enables role-based user permissions, allowing you to create specific Roles with tailored access to different parts of the system. This ensures users only see and interact with areas relevant to their role and responsibilities. Navigate to Settings → User Permissions to create and manage permission groups.
Key Functionality
Role Creation & Management
Define custom permission groups by clicking Add Role under Settings → 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.
Access Control Categories
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.
Best Practices
Use Clear Role Names
Choose intuitive names (e.g., Admin, Sales, Reporting) to make it easy to assign roles correctly.Follow Least Privilege Principle
Grant users only the access they need; avoid giving broad permissions when fewer will do.Configure Filters for Granular Control
Use filters to ensure users only access relevant data, reducing risk and increasing operational focus.Review Roles Periodically
As responsibilities change or users leave, update or deactivate roles to maintain security and relevance.
Troubleshooting
User Reports No Access
Double-check that the user is assigned to the correct role, and that the role has the necessary permissions enabled.
Role Grants Too Much Access
Go back to Settings → User Permissions and adjust the permissions or filters to tighten access scope.
Filter Isn’t Working Properly
Verify that the correct Client, Lead Source, or Lead Type values were included in the filter settings.