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Account Settings - User Permissions

Create Roles and Permissions assigned to those roles that create access levels within LeadExec.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a month ago

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.

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