Leads Permissions
The Leads category controls who can access lead records and what sections within a lead are visible or editable. Many of these permissions mirror their counterparts in the Customers category, since leads and customers share much of the same data structure. A lead converts to a customer, so permissions granted here govern the pre-sale lifecycle.
Core
| Permission | Access Levels | What It Controls |
|---|---|---|
| Leads | View, Create, Modify, Delete | Base permission for accessing lead records. Without View, no other lead permission has effect. |
| Administrator | Yes | Allows the user to assign leads to other users. Required for lead assignment delegation workflows. |
| View If Assigned Sales Appointment | Yes | Grants View access to a lead if the user has a sales appointment scheduled for that lead, even without broader Leads View permission. |
| View Lead Source Information | Yes | Controls whether the user can view and manage source information on lead records. |
Record Sections
| Permission | Access Levels | What It Controls |
|---|---|---|
| Billing Information | View, Create, Modify, Delete | Access to billing details on lead records. |
| Credit Reports | View, Create, Modify, Delete | Access to pull and view credit reports for leads. |
| Emergency Contacts | View, Create, Modify, Delete | Access to emergency contact records on leads. |
| Files | View, Create, Modify, Delete | Access to file attachments on lead records. |
| History | Yes | View the activity/change history log for lead records. |
| Invoices | View, Create, Modify, Delete | Access to invoices associated with lead records. |
| Messages | View, Create, Modify, Delete | Access to messages (SMS/email) on lead records. |
| Notes | View, Create, Modify, Delete | Access to notes on lead records. |
| Partner Technician Scheduling | Yes | Access to partner technician scheduling features for leads. |
| Property Analysis & Ownership Verification | Yes | Access to property analysis and ownership verification tools on lead records. |
| Tags | View, Create, Modify, Delete | Access to tags on lead records. |
| Lead Payables | View, Create, Modify, Delete | Access to payables associated with leads, including payroll-related entries. |
Confidential Fields
These permissions control access to sensitive personal data on lead records. All are toggle-style (Yes/No). When a user does not have access, the field value is hidden after initial entry.
| Permission | Access Levels | What It Controls |
|---|---|---|
| Bank Account Details | Yes | View bank account information on lead records. |
| Beacon Score | Yes | View the beacon (credit) score on lead records. |
| Birthday | Yes | View the birthday field on lead records. |
| Credit Card Details | Yes | View credit card information on lead records. |
| Social Security Number | Yes | View the social security number on lead records. |
Restrictions
| Permission | Access Levels | What It Controls |
|---|---|---|
| Only View If Lead Rep is Hierarchy Descendant | Yes | When enabled, the user can only view leads where the assigned lead representative is a descendant in the organizational hierarchy. The All-Access group is exempt from this restriction. |
Tips
- The Leads base permission is a prerequisite. Without View on Leads, no other lead permission takes effect.
- Administrator is specifically about lead assignment delegation -- it does not grant broader administrative access.
- Confidential field permissions hide the stored value after initial entry. A user who enters the data can see it during entry but not on subsequent views unless they hold the corresponding permission.
- The Only View If Lead Rep is Hierarchy Descendant restriction narrows visibility based on your company's organizational hierarchy. The All-Access group bypasses this restriction.
- Many lead permissions mirror customer permissions. When a lead converts to a customer, the customer-category permissions take over.