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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 > Security Profiles
- Click the Clone button next to the Security Profile
Permissions
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