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ContactSign-In
  • Home
  • Product
    • Lead Routing
    • Segmentation
    • List Matching
    • Fuzzy Matching
  • Solutions
    • Enterprise
      • Lead Routing
      • Segmentation
      • Editions
    • SMB
      • Salesforce Lead Routing
      • Free Lead to Account Matching Software
  • Resources
    • White Papers
    • Videos
    • Data Sheets
    • Competitive Analysis
  • Company
    • About Us
    • Blog
    • News Releases
    • Careers at LeadAngel – Join Us
    • Partner
    • Contact Us
  • Documentation
    • Getting Started
      • What is LeadAngel
      • LeadAngel Glossary
      • Icons Glossary
      • Setup Guide
        • SFDC App Setup
        • Upgrade to Enterprise Edition
        • Integrations
    • Product Docs
      • Routing Concepts
      • Segmentation Concepts
      • Sales Team
      • Data Dictionary
      • Routing Territory
      • Lead Segment
      • Lead Router
      • Reporting
      • Preferences
      • Tie Breaker
      • Auto Conversion
      • User Management
      • FuzzyMatch REST API
    • Frequently Asked Questions
    • Troubleshoot

On User and Access window, you could manage existing users, and also create new users. To create new users, click the “New Client User” button at the top. Provide the user details (no duplicate emails). New user will be sent an email with encrypted URL to complete the user setup. Once the user creates new password using the encrypted URL, the user status will change from inactive to active.

User details can be edited with the exception of email address, which can not be changed.

If the user has forgotten the password, they may request a new encrypted URL to reset the password, or admin can send them a new encrypted URL.

There are two user roles. Users with admin role can access the “Administration” section, while user with Admin and Standard Role can access all other sections.

    • Getting Started
      • What is LeadAngel
      • LeadAngel Glossary
      • Icons Glossary
      • Setup Guide
        • SFDC App Setup
        • Upgrade to Enterprise Edition
        • Integrations
        • Uninstallation
    • Product Docs
      • Routing Concepts
      • Segmentation Concepts
      • Sales Team
      • Weighted Sales Team
      • Data Dictionary
      • Routing Territory
      • Lead Segment
      • Lead Router
      • Reporting
      • Preferences
      • Tie Breaker
      • Auto Conversion
      • User Management
      • FuzzyMatch REST API
    • Frequently Asked Questions
    • Troubleshoot