- Invite users
- Accepting an invite
- SugarCRM Data Permissions and Access in Leadfwd
- Map multiple Leadfwd users <> SugarCRM users
- Enable Access to Leadfwd Sidebar (Chrome Extension)
Invite users to your Leadfwd organization
Inviting new team members as an Account Admin to LeadFWD has never been easier. To start navigate to Settings > Team > Invite Users.
Selecting CRM users to invite
Leadfwd will generate a menu view of CRM users from your CRM that can be selected and invited to join your Leadfwd organization. Their subsequent role and access permission within Leadfwd will be automatically linked to their CRM user and reflected when they access Leadfwd from within the CRM.
The following selections are required to send a user invite:
Valid Email Address
The following parameters are optional:
Assign a Group
Assign Engage Mailbox Access
Assigning an Engage Mailbox will permit this user to connect mailboxes to Leadfwd for outbound email outreach. If this option is not selected, the user will not have access to connect or manage mailboxes.
Accepting the invite
Invites are sent instantly to the user's email address and as an example:
The invite will arrive in the inbox of the invited user. The invite will come from the Admin of the organizational LeadFWD account.
If the email cannot be found please be sure to check SPAM/Junk/Promotional folders.
The email subject will be "You've been invited to join LeadFWD on LeadFWD!" if the user needs to search for it.
Once the email has been received the user will click on the 'Accept Invite' button. The user will then be redirected to the LeadFWD User Creation page. The user will then fill out the following information:
Email Address - use the invited email address
Full Name - name that will show for the User and account Admin
Title / Position (Optional) - the user's title or organizational role
Phone (Optional) - phone number associated with user
Password / Retype Password - input a password for the user account. Requires at least 8 characters with a mix of upper/lowercase letters and numbers
When the form is filled out the click the Setup Account button and proceed to the Application Login.
From there the user will input their email address (username) and password (selected by the user during their account creation process) and click Sign-in.
The user is now able to access the LeadFWD platform.
Permissions: Data Permission and Access in Leadfwd
Account owners can limit a users access to only those records that they're assigned to in SugarCRM. This is accomplished in an individual users custom permission settings or by creating a specific role for multiple users.
To customize a users CRM permissions
- Navigate to Settings
- Expand the Team menu and select Manage users
- Click Settings in the user table row for any user
- Update the Manage Existing CRM Lists and Map to a CRM user options accordingly
- Click Save
Map multiple Leadfwd users to SugarCRM users
Enable Access to Leadfwd Sidebar for Google Chrome
In order for a user to access Leadfwd inside SugarCRM they will need to be authorized to use our Chrome Extension, Sidebar. Once their invite is accepted and their credentials created the user can proceed to generating their Authorization Key and Secret for Sidebar.
- From the user permissions management view scroll to Other Features and click the checkbox for 'Enable Access to Leadfwd Sidebar (Chrome Extension)'