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.

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