What types of roles exist in Leadsales and what is the purpose of each?

Hello, Leadsaler!

At Leadsales, there are three types of users, each with different permissions to collaborate efficiently within the platform. Here, we explain the functions of each role and how to configure them correctly.

Owner

• Is the account creator.

• Has full control of the platform.

• Only the Owner can:

  • Purchase or remove users

  • Change the payment method

  • End the subscription

Admin

• You have full access to management tools.

• You can:

  • Create funnels

  • Add or remove stages

  • Assign leads

  • Manage integrations

  • Edit users (except for actions exclusive to the Owner)

Seller

• You have limited access, only to what is enabled by the Owner or Admin.

• You can view, manage, and follow up on leads assigned to you.

• The actions you may or may not perform depend on the permissions configured in the funnel.

Assigning Permissions to the Seller

When adding a new user with the Seller role, you must specify:

• Name

• Email Address

• Password

• Role (Seller)

• Access to specific funnels

Remember to review and configure the Seller's viewing permissions from the advanced funnel settings.

Modifying Roles or Access

If you need to make changes later, go to:
Settings → Team → Edit user
From there, you can change the role or adjust access to funnels.

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If you have questions about which role to assign or how to configure permissions correctly, write to us through the support chat. We will help you organize your team like a pro!