Navigate to More > Settings > Create Roles and Permissions.

Choose the Role you wish to edit and click the Edit button (pencil icon).

Manage Accounts – Manage Users within ClickPoint

Manage Roles – Ability to manage roles for all users

Assign Subordinate Roles – Update user roles within your branch

Edit Report Layout - Restrict a user from editing the layout of reports to include those reports visible by User Role.

Manage Lead Types – Ability to update lead/ record types as they relate to your lead fields

Manage Lead Sources – Ability to manage Marketing Channels, Lead Sources, and Campaign

Manage Lead Manager Field Setup – Manage column layout on the Lead Manager Screen

Update a Lead's Marketing Channel, Lead Source or Campaign – Ability to update a lead’s Marketing Channel, Lead Source or Campaign after a lead is created

Enable My Leads – Access to My Leads function on the toolbar

Enable Add New Leads – Ability to add a new lead to ClickPoint manually

Transfer Records – Restrict the ability to transfer a lead from the toolbar

Enable Lead Import – Ability to import bulk leads

Manual Close Lead – Restrict the ability to close a lead manually from the Lead Manager Screen

Enable 'Contacts' Feature – Access to add, update or remove Contacts from an account

Enable 'Products' Feature – Access to the Products feature in the toolbar

Enable 'Pull' Feature – Access to the Pull feature in the toolbar

Allow Pull Queue Selection - Allow a user to choose which pull distribution strategy they wish to get new leads from

Enable 'Reports' Feature – Ability to review reports

Manage 'My Account' - Allow a user to access and make changes to their Account

Enable 'Set As Home' – Ability to update a screen as a home page

Enable 'Go To Home' – Remove the Home feature from the toolbar

Enable Welcome Screen – Remove the Welcome Screen for new accounts

Enable Calendar – Ability to access the main Calendar from the toolbar

Enable Help – Ability to access Help from the toolbar

View Peer Reporting Data – Allows a user to view reporting information related to other users within the same branch on Dashboard Reports

Allow 'Return Lead' - Allows a user the ability to return a lead from the Lead Manager screen.

Allow Nurture - Allows a user to use the Nurture function on the Lead Manager Screen

View Rejected Duplicates - Allows a user to navigate and review leads that were flagged as a duplicate

Enable 'Export' from My Leads - Allow a user to export leads from the Lead Manager Screen

Manage Workflow – Ability to update and manage your workflow and sales milestones

Manage Lead Distribution – Ability to create and manage Pull and Push Distribution strategies

Change Pull Distribution Assignments – Ability to update distribution priority

Manage Nurture – Administer and create Nurture Strategies

Manage Notifications – Manage and update user notifications for things like appointments and lead assignment

Manage Automated Events – Add, remove or update Automated Events

Manage Email Templates – Create and update email templates

Manage Do Not Contact – Ability to manage entries on the ‘Do Not Contact’ list

Manage Integrations – Manage account-wide integration features

Manage Products – Administer and manage products for an account

Edit Product Sale Price – Manage sales price within the Product feature

Manage Fees and Commissions – Manage fees and commissions as they relate to Products

Manage Settings – Access to More > Settings

Manage System Settings – Ability to set account-wide settings

Manage Scoreboards – Ability to access, manage and build Scoreboard Reports

Manage Portals – Manage the ‘Do Not Contact’ portal

Enable All Leads - Allows user access to the All Leads button within the Lead Manager Screen

Quick Search Invalid or Returned Leads - Allows a user to specify if they want to search for Valid, Invalid, Returned, or All Leads.

Manage General Email Sync Accounts - Allows a user to sync Microsoft 365 and Google Workspaces to Corporate and Branch Accounts.

Validate Leads - Allow a user to make an invalid or returned lead as an active lead.

RingResponse: User Groups - Allows a user to create, change, or delete User Groups which are used to route calls to within a Queue

RingResponse: Phone Numbers - Purchase, delete, or configure RingResponse phone numbers

RingResponse: Call Flows - Create, delete, or update inbound call routing rules

RingResponse: SMS Templates - Ability to create, update, or edit SMS templates

RingResponse: Allow Access to Call Recordings from Lead Details - Prevents a user from listening to a lead's call recordings on the Lead Details Screen.

RingResponse: External Numbers - Configure external phone numbers for the purpose of warm transfers.

RingResponse: Pause Recordings - Allow users to pause call recordings while on a call.

RingResponse: Feature Settings - Restricts access to enable or disable RingResponse features.

Manage Billing – Manage your billing within ClickPoint

Read Only allows a field to be visible but restricts updating

Deny removes the field from view for a particular role

Allow allows for full view and update