How to Specify the Role Permissions for the Lead Modules
Introduction
In Vymo, roles significantly impact user capabilities. The platform provides flexibility in assigning distinct permissions for each role within the leads module.
Configuration Details
| Action | Platform(s) | Description |
|---|---|---|
| Hide the Module | Web | Determine roles that should not view the module. |
| Add a Lead (Web) | Web | Specify roles permitted to create a lead. |
| Edit a Lead (Web) | Web | Allow roles to modify lead details. |
| Bulk Upload (Web) | Web | Designate roles that can upload multiple leads at once using a spreadsheet. |
| Download List (Web) | Web | Assign roles with the ability to download the entire lead list. |
| Reactivate a Lead (Web) | Web | Define roles that can reopen a closed lead, returning it to its pre-closure state. |
| Reassign a Lead (Web) | Web | Specify roles that can change the lead assignee. |
| Delete a Lead (Web) | Web | Allow roles to remove a lead from the system. |
| Update a State (Web) | Web | Choose roles that can manually transition a lead between states based on set rules. |
| Reassign a Lead Through Bulk Upload (Web) | Web | Select roles that can reassign multiple leads at once via spreadsheet containing lead/user details. |
| Add a Lead (App) | App | Determine roles that can create a lead on the app. |
| Edit a Lead (App) | App | Assign roles that can alter lead details on the app. |
| Reassign a Lead (App) | App | Choose roles that can reassign a pre-allocated lead via the app. |
| Update a State (App) | App | Define roles that can manually change a lead's state on the app, typically based on certain rules. |
Prerequisites
Ensure that the role you intend to configure permissions for is already set up.
Step-by-Step Guide
- Access Vymo: Login to the Vymo web app and click on the gear icon located in the upper-right corner.
- Enter Module Settings: In the "Module Settings" section, choose the module where you wish to define role-based permissions.
- Permission Settings: Click on "Permissions".
- Assign Permissions: For each action, select the roles authorized for these actions. If no roles are selected for a particular action, that feature will be omitted from the app's view.
- Tip: Detailed guidance is provided for each action. Hover over the info icon next to each action for insights.
- Save & Deploy: After making the necessary adjustments, click "Save" at the top-right corner. Finally, release the changes to implement them.
See also
- Lead Lifecycle
- Lead Lifecycle Overview
- How to create a leads module from a template
- How to create lead states
- How to add tags to lead states
- How to create transitions for lead states
- How to configure the state fields for leads
- How to enable or disable lead states
- How to enable or disable lead reassignment
- How to reactivate closed leads
- How to configure lead allocation rules
- How to specify the role permissions for the lead modules
- How to configure the lead reactivation behavior