Invite and Assign Users – Leadfwd

Getting started

Invite users
Accepting an invite
Salesforce Data Permissions and Access in Leadfwd
Map multiple Leadfwd users <> Salesforce 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.

Screen Shot 2023-07-20 at 9.21.48 AM.png

Selecting CRM users to invite

Enter email addresses for user's that you want to join your Leadfwd account, one per row for multiple invites.

Screen Shot 2023-07-20 at 9.14.48 AM.png

The following selections are required to send a user invite:

Valid Email Address
Role assignment

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 Salesforce. 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

Screen Shot 2023-07-20 at 9.31.30 AM.png

Screen Shot 2023-07-20 at 9.30.07 AM.png

Screen Shot 2023-07-20 at 9.33.09 AM.png

Map multiple Leadfwd users to Salesforce users

You can access a complete list of users for both platforms from our dedicated Salesforce users view, which will allow you to link multiple user accounts in a single view without manually editing each individual users permission settings.

Screen Shot 2023-07-20 at 9.21.03 AM.png

Enable Access to Leadfwd Sidebar for Google Chrome

In order for a user to access Leadfwd inside Salesforce 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)'