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.