How to specify the role permissions for the leads modules
Roles determine what you, as a user, can see or do on Vymo. So, for example, if you're an administrator, you can have more menu options and be able to do many more actions than a person with the role of an agent. For each leads module, you can specify these options and permissions.
For example, in the previous image, you see that none of the roles are selected for the Export action. Consequently, the Download list button shows up as inactive on the app.
Configuration options
| Action | Where |
|---|---|
| Add a lead | Mobile, web |
| Edit a lead | Mobile, web |
| Bulk upload | Web |
| Export the leads list | Web |
| Reactivate a lead | Web |
| Reassign a lead | Web |
| Delete a lead | Web |
| Change the state of a lead | Mobile, web |
Dependencies
- The role must exist. See How to configure custom roles.
How to
- Log in to the Vymo web app and click the gear icon :octicons-gear-16: in the upper-right corner of the screen.
- In the Module Settings section, click the module for which the role-based permissions are to be defined.
- Click Permissions.
-
For each of the actions that are listed, select the roles that can do those actions. If you don't select any role for a specific action, that option won't be displayed on the app screens.
Tip
Each of these actions has on-screen guidance to help you along. Move the cursor over the information icon to read the details.
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When done, click Save near the top right. Then, release the changes.