How Can I Change Permissions for Multiple Leads?

Created by MCA Suite Support Team, Modified on Thu, 17 Oct, 2024 at 12:57 PM by MCA Suite Support Team

With the right user role, you can go to the Leads list page and select multiple applications by checking the boxes on the left-hand side. This will display a bulk action menu with an option to "Change Permission."

Clicking on the "Change Permission" button will display a slide-out panel where you can select either the "Everyone" or "Custom" setting option:

Access Permission	Definition
Everyone	When selected, EVERYONE in your workspace will have the ability to access (view) the Application.
Custom	With the CUSTOM option, you will be able to select one or several users from your workspace to have access to the Application. After selecting the user(s) who can access the Application, you will also need to determine if these users will be: Added to Existing Permissions. For example: John has access and you have added Mary and Robert. This action make it so that John, Mary and Robert ALL have access to the Application. OR Replace Current User Permissions. For example: John currently has access, but you have just selected Mary and Robert from the users list. This action will remove John's access to the Application, and grant Mary and Robert access permission.

Here's an article with more details on Deal Permissions.