Add and manage users

Lead access settings

Last Updated: May 18, 2018 at 11:32 am

There is an option of the lead access setting, In this you can set the lead access to the user. To enable lead access feature click on the user profile name from right side, then click on the System Settings option. On this page you can see two options: Enable lead user access: By enable this option you can

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Users types and roles

Last Updated: May 18, 2018 at 4:40 pm

You can add the role of the particular user. There are three type of roles are are follows: User Custom Role Administrator User: It is simple user who can only view and create the leads of there own, can see all contacts, and also add and delete the contacts of their own only. To add

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Add, Edit and Remove Users

Last Updated: May 18, 2018 at 4:28 pm

You can add, edit and remove the user according to your needs. In the right side, click on user profile name and then click on the Manage Users. There the page open, where you can see the blue button to +Invite New User. Click on Users tab and click on +Invite New User button. You

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