How to update a Lead’s permissions

A step-by-step guide on modifying lead permissions.

Written By Toby Egbuna

Last updated 12 months ago

If you're an Admin with the Manage Admins permission turned on, then you can edit permissions for other Admins.

  1. Switch to admin view

  2. Navigate to Settings tab

  3. Click ERG program settings tab at the top of the screen

  4. Scroll to the Admins table.

  5. Click the three dots next to an Admin whose permissions you want to update

  1. Select the permissions that you want to change