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.

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HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel	Features for Order Forms
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Drag & drop form builder
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms	Formstack alternative	Encrypted Forms
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