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. 

You can view Security Profile Permissions and their descriptions here.

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

When Managing Users

When Viewing Security Profiles

When Managing Teams


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:

Creating Security Profiles

To create a new Security Profile do the following:

Deleting Security Profiles

To delete a Security Profile do the following:

Cloning Security Profiles

To clone a Security Profile do the following: