Set up Security
The Lead Assignment Administrator is given the privilege for License Registration, creating Assignment Configuration and Assignment Rules.
Note:
System Administrator has all the rights that Lead Assignment Administrator has
Users should be given the privilege to auto assign entity records without which records will not get assigned
Here are the steps to assign security role to users.
Go to Advanced Settings --> Settings --> Security.
Select Users
Select user --> Click on Manage Roles
Click on any one of the security roles --> Click Ok.
For further queries, reach out to us at crm@inogic.com
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