InsideSales.com
InsideSales.com
InsideSales.com Menu

User Access

Often the primary motivation for creating multiple views of the same data is to control what specific fields are accessible to your team members. For example, you may not want to show the Lead Source or the number of dial attempts to your agents to keep them from "cherry picking" their leads. There are three specific methods for controlling which users or user groups will have access to the layouts your build:

  • Employee Information. (Under the Admin tab.) This defines what their default layout group will be.
  • Data View Permissions. (Click on your own name in the upper right of the LMP.) This blocks a user from changing their own layout.
  • Manage Layout Groups. (Under the Admin tab.) You can explicitly assign which users will "belong to" each layout group.

Release Notes

Find our most recent release notes.

Forum

Our InsideSales.com community forum is coming soon.

Advanced Training Guides

Advanced training for the Lead Management Platform.

Have questions?

We're happy to help. An InsideSales.com expert is just a phone call away.

(866) 593-2807

Mon-Fri 6-7 MST

Back To Top

© 2004–2014 InsideSales.com, Inc. all rights reserved. Use of the InsideSales.com service and this Web site constitutes acceptance of our Terms of Use and Privacy Policy. InsideSales.com technology is protected by the following United States Patents: 8078605, 8325738, 8352389, 8510382, 8566419.