Lead Fuel CRM
    Knowledge BaseSettings and AdministrationUser Permissions
    Settings and Administration

    User Permissions

    Settings & Administration

    User Permissions

    Overview

    User Permissions control what actions individual team members can perform within Lead Fuel CRM. You can use predefined roles or create custom permission sets to match your organization's exact needs. Permission management ensures data security while empowering your team with appropriate access levels.

    Predefined Roles

    Lead Fuel CRM includes four standard roles with pre-configured permissions:

    Creating Custom Roles

    Build custom roles tailored to specific team functions:

    Step 1:Navigate to Settings > User Permissions > Custom Roles
    Step 2:Click "Create New Role" button
    Step 3:Enter a descriptive role name (e.g., "Sales Development Representative")
    Step 4:Select permissions from the available categories shown below
    Step 5:Review the permissions summary and click "Save Role"

    Permission Categories

    Contact Management

    • Create new contacts
    • Edit contact information
    • Delete contacts
    • View all contacts or assigned only
    • Import and export contacts

    Pipeline & Deals

    • Create and edit deals
    • Move deals between pipeline stages
    • Close won/lost deals
    • View all pipelines or assigned only
    • Modify pipeline configuration

    Automation & Workflows

    • Create and edit automations
    • Activate/deactivate automations
    • View automation performance
    • Manage workflow templates

    Administration

    • Manage team members
    • View account billing
    • Access audit logs
    • Configure integrations
    • Manage API keys

    Assigning Roles to Team Members

    Step 1:Go to Settings > Team Members
    Step 2:Click on the team member you want to modify
    Step 3:In the "Role" dropdown, select the appropriate role
    Step 4:For custom roles, the selected role's permissions are immediately applied
    Step 5:Click "Save" to confirm the change

    Tip: You can preview all permissions for any role before assigning it by clicking the information icon next to the role name.

    Important: Be cautious when assigning Administrator roles. Only users who need full system access should have this permission. Limit custom roles to necessary permissions only.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group

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