User Permissions for the Lead File

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

CategoryUser Permission
Enables Access to
FamiliesLead File - AccessView and search existing leads only.
Lead File - ManageEdit/archive/restore a lead.
Delete LeadsDelete a lead from the Lead File.
Lead File - EmailEmail leads.
Lead File - Mass ArchivePerform a mass archive.
Lead File - Export LeadsExport all leads to a file.

See Permissions for Jackrabbit Users for more information.