There are several User Permissions related to the Lead File. These permissions allow the User to perform tasks such as emailing leads or restoring a lead file.
User Permissions play a crucial role in protecting your data by controlling who can access, modify, or perform specific actions in your system. Review Protect Your Account - User Permission Guidelines for more information.
To adjust a User's permissions, go to the Gear icon > Settings > Users & Permissions > User IDs (click on a User ID) > User Permissions (left menu). Note: Users who are logged in when their permissions are changed will have to log out and back in for the changes to take effect.
Permissions Related to the Lead File
| Category | User Permission | Enables Access to |
| Families | Lead File - Access | View and search existing leads only. |
| Lead File - Manage | Edit/archive/restore a lead. | |
| Delete Leads | Delete a lead from the Lead File. | |
| Lead File - Email | Email leads. | |
| Lead File - Mass Archive | Perform a mass archive. | |
| Lead File - Export Leads | Export all leads to a file. |
See Permissions for Jackrabbit Users for more information.
