Relevant to: Event Lead Management
Setting a user's permissions will determine what level of access they have to the Event Lead Management system. There are different levels of dashboard access and a user that only has access to the mobile app.
Setting user permissions
Permission levels are first defined when creating new users in the Team section of the dashboard. You can also edit a user's permissions if you need to change their access. See Creating New Events Users for more information.
To set a new user's permissions, select one of the options from the Permissions drop-down menu. A brief explanation is displayed on screen.
Change an existing user's permissions in their user settings page.
This table explains the user permissions available and what level of access it enables.
Users with restricted access can view events within the dashboard without being able to edit or export the data.
Normal users can create new events and duplicate existing templates. They will also be able to export data from the dashboard.
Account Owners are the main point of contact with Integrate and they have overall control of the account. Account owners can create templates, manage company details and add or remove users from the dashboard.
App users only have access to the mobile app, where they can collect leads. They only have access to the data they collect, no other information about the event or dashboard functionalities.