Setting Permissions
If you are an Owner or Admin, you have the ability to adjust the Permissions of of other users in the Lead Manager.
To do this, go to the Agents tab and click on the name of the user you wish to edit. Scroll down until you see the following:
Note: An Admin cannot delete or disable the site owner, or remove their permissions to administer users.
Enable Account - If this is unchecked, the user will be unable to access the Lead Manager.
Admin - Can administer all leads and agents in the CRM
Roles
- Administrator
- Agent
- Team Leader
- Lender
Advanced Permissions
- Delete Leads
- Export Leads
- Manage Personal Notification Settings
- Manage Personal Round-Robin Assignment