When configuring your ClickPoint account, think about the type of users you have and the role they fill within your organization. Typically, those roles might be sales/ customer service, sales managers, or administrators. Each role may have different access levels regarding lead view, different permissions related to lead field updates or access to various features.
Accessing a User Role
Navigate to More > Settings > Create Roles and Permissions.
Editing a User Role
Choose the Role you wish to edit and click the Edit button (pencil icon).
Setting Permissions for a Role
The first group of permissions applies to the functionality available for the users associated with the role. In general, they can be categorized by features for an administrator, a manager, and a user.
User Role Permissions
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.
Lead Fields and Sources
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
Workflow and Distribution
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
Features and Settings
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: 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: Pause Recordings - Allow users to pause call recordings while on a call.
RingResponse: Feature Settings - Restricts access to enable or disable RingResponse features.
Licenses and Billing
Manage Billing – Manage your billing within ClickPoint
Setting Field Permissions for a Role
Depending on the type of user, you may decide to restrict certain lead fields to Read Only, Deny, or Allow. Towards the bottom of the screen, you can set the field permissions for each record type for the user role.
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
Field Permissions for a User Role