Working with your team
Understanding roles and permissions
To control and manage access to data and functionalities, LeadChain has two default roles and appropriate permissions associated to them.
They are: Admin, and User.
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Functionalities
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Admin
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User
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Create and Manage Chain
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Yes
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-
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Create and Manage Integrations
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Yes
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-
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Grant Access to other users
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Yes
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-
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View Chains
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Yes
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Yes
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Download Leads
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Yes
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Yes
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Grant access to other users
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Yes
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-
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View and Manage Payment
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Yes
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-
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Request access to LeadChain
The user who installs the LeadChain extension is automatically added as an admin in LeadChain.
To identify the LeadChain admin, go to CRM Marketplace > Installed > LeadChain, and check the Configured by or Installed by details.
Other users in the organization must request access to the LeadChain module.
To request access, go to the LeadChain module and click Request Access. An email will be sent to the LeadChain admin.
Approving users
The LeadChain admin has the privilege to approve a CRM user to be part of LeadChain.
To approve users
- Go to the LeadChain module and select the Users tab.
- Select All Users/Pending Users from the Views drop down list.
- Click Accept/Deny next to the user name.
- Select a suitable LeadChain Role from the drop down list.