When the Leads component has been added to your account, users will not have access to this until you have created a user role. See more information under the section User roles: Flex: Admin area here you can see instructions on how create a new user group or edit an existing one.
The leads component can be restricted in the following ways:
- View only or edit rights for leads assigned the user
- User is able to delete leads assigned to them.
- User can export the list of leads they can view.
- View only or edit rights for leads assigned to other users.
- User is able to delete leads assigned to other users.
- User can view and edit leads that are not assigned to a showroom.