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Overview
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 can view Security Profile Permissions and their descriptions here. |
Adding/Removing Security Profiles on Users or Teams
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- Click Settings > Users > Teams
- Under the Actions column, select either Assign Permissions or Unassign Permissions
- This documentation will guide you on creating and managing Teams. Teams are used to group together Users for the purpose of permissions and lead distribution.
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More than one Security Profile can be assigned to a User. When multiple Security Profiles are applied to a User the Security Profiles are merged and the resulting permissions is a superset of the combined permissions. |
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- Click Settings > Users > Security Profiles
- Click the Clone button next to the Security Profile
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