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.

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