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Security Profiles help you manage User permissions/privileges across Lead Liaison. There are three default Security Profiles created by the system, Sales, Marketing and Admin. Your initial User will have Admin privileges. Each User must be assigned to at least one Security Profile.
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You You can view Security Profile Permissions and their descriptions here. |
Adding/Removing Security Profiles on Users or Teams
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- Click Settings > Users > Security Profiles
- Click the Clone button next to the Security Profile
Security Permissions
Security permissions are individual access privileges that you can assign to security profiles. They control user access to all of the various parts of the system.
App Setup Permissions
App Setup permissions control access to the account Setup (accessed from the gear icon on the top right).
OneFocus Permissions
OneFocus permissions control permissions regarding our CRM, OneFocus. They control access to deals, tasks, prospects.. etc.
Lead Capture Permissions
Lead Capture permissions control access to capture forms.
Other Permissions
Other permissions control access to other parts of the system.