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.
|
Functionalities
|
Admin
|
User
|
|
Create and Manage Chain
|
Yes
|
-
|
|
Create and Manage Integrations
|
Yes
|
-
|
|
Grant Access to other users
|
Yes
|
-
|
|
View Chains
|
Yes
|
Yes
|
|
Download Leads
|
Yes
|
Yes
|
|
Grant access to other users
|
Yes
|
-
|
|
View and Manage Payment
|
Yes
|
-
|
Request access to LeadChain
The user who installs the extension will automatically be added as an Admin in LeadChain. Other users in the organization have to raise a request to access the module.
To request access, go to the LeadChain module and click Request Access. An email will be sent to the Admin regarding the same.
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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Connecting Google ads with Zoho CRM
Real-time sync of leads information from your Google Ads platform to CRM ensures that you create a smooth customer journey. The faster you follow up with a lead, the more likely they are to convert. If your sales team knows that there's an incoming ...Connecting Facebook Lead ads with Zoho CRM
For any business, a CRM system is the nerve center of all operations. It's where they manage all information about the prospects and customers, track sales deals, manage marketing activities, facilitate exceptional customer service, and a lot more. ...Optimizing TikTok Lead Ads using the TikTok Conversion API
TikTok is an exciting and engaging social media platform that keeps the audiences captivated with their short-form video content. These videos, usually with a length of up to 60 seconds, grab the user's attention with the visuals, music, and current ...LeadChain - An Overview
Zoho LeadChain is an automated lead ads synchronization software that lets you synchronize the leads generated from your social media ads to the CRM and vice versa. This is specifically designed to bridge sales and marketing efforts making it easy ...
New to Zoho LandingPage?
Zoho LandingPage Resources