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.
Adding/Removing Security Profiles on Users or Teams
Users and Teams can be added to a Security Profile. Users can be added to a Security Profile in multiple ways, as follows:
When Editing or Creating a User
- Select one or more Security Profiles from the Assign to Security Profile drop down.
When Managing Users
- Click Settings > Users
- Under the Actions column, select Permissions
When Viewing Security Profiles
- Click Settings > Security
- Click the Users button next to the Security Profile
- Alternatively, in the Details box there will be a list of each User in each Security Profile. Under the Action column, click Remove to remove the User from the Security Profile.
When Managing Teams
- Click Settings > Administration > 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.
Multiple Security Profiles
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.
Editing Security Profiles
To edit a Security Profile do the following:
- Go to Settings > Security and click Edit next to a Security Profile.
- All changes to permissions will be applied. Note, the User may need to logout and log back in to see the new permissions.
Creating Security Profiles
To create a new Security Profile do the following:
- Click Settings > Security
- Click the Create New Security Profile button
- Give the Security Profile a name and select permissions
- Once you're created your Security Profile, use the instructions above to add Users/Teams to the Security Profile
Deleting Security Profiles
Cloning Security Profiles