Set up Security

The Lead Assignment Administrator is given the privilege for License Registration, creating Assignment Configuration and Assignment Rules.


  • 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.

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