3 Replies Latest reply on Feb 19, 2014 4:54 PM by 13157

    Read only user

    Karen Black
      How do you create a read only user?  Seems under roles / permissions there is no View Lead Database. Any help would be greatly apprecated.
        • Re: Read only user
          Hey Karen,

          There is a View-Only profile. Will that not work? You can always create your own and manage what the person is able to do.
          • Re: Read only user
            Karen Black
            That would work.  How do I locate that?  What I am trying to do is give our Product guys access to export analtic reports and view the lead database.  When I click on profile, it gives me Edit Leads, but nothing to View Leads.  
            • Re: Read only user
              In the Admin section, "Users & Roles". Users will pop up, but next to it you will see the Roles tab; click that. You can view all the roles there. I'm assuming you have not created any new ones so what you see will be what comes out of the box. If you click on the View-Only role, then Edit Role at the top, you will see exactly what permissions the Role gives. 

              To export reports, you will go under Access Analytics. This profile will give them the ability to view Leads, but do nothing else.

              I would encourage you to look around some, see if any custom Roles make sense.

              Hope that helps!