Lead CRM - User Permissions

This article will assist you with the process of managing User Permissions for the Lead CRM for your Service.

The Lead CRM will allow you to manage Tours and Booking enquiries for new Families for Scale and Enterprise Clients.

User Permissions

To view the User access to the Lead CRM screens.

Select the Settings screen from the left hand side menu
Within the Settings screen select the option of Manage Roles

The 3 default User Roles Organisation Admin, Provider Admin and Centre Admin automatically have all permissions selected.If you would like a User to have access to the Lead CRM screens they will need to be connected to one of these groups

Select the 3 Dots to the right hand side of the Role Group
Select View

Scrolling down within the permissions and the option of Tour Setting will be selected

To assist you further with this process see the Xap University video here: Lead CRM - User Permissions or the full Lead CRM and Waitlist Help page

Updated on: 23/12/2020

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