Quick Links
Step 1
Navigate to User Roles
Click “Settings” in the top navigation bar. In the left navigation, look under the Users section and click “User Roles.”
Step 2
Create a New Role
Click “New Role.” Give the role a clear, descriptive name (for example, “Client View Only” or “Team Manager”), then click Save.
Step 3
Set Role Permissions
After saving, find your newly created role in the Custom User Roles list and click the View icon to open it.
This is where you configure exactly what this role can access. The permissions page works at two levels:
Module level — toggle entire modules on or off (for example, Contacts, Pipelines, Reports).
Page level — within each enabled module, toggle specific pages on or off for more granular control.
For certain permissions, you can also choose the type of access:
Access Type | What It Allows |
View | User can see the data but not change anything |
Edit | User can modify existing records |
Create | User can add new records |
Delete | User can remove records |
You can enable one, some, or all of these for each permission. Go through and toggle on everything this role should have access to.
Tip: Start restrictive and add permissions as needed. It’s easier to grant additional access later than to clean up after giving too much upfront. |
Step 4
Create the User
Once the role is ready, navigate to “All Users” and click to create a new user. Fill in the following:
First name
Last name
Email
Phone
In the User Role dropdown, select the role you just created.
Step 5
Assign Data Access
Directly below the role dropdown, you’ll see five buttons that control what data this user can see:
Section | What It Controls |
Company List | Which companies’ data the user can see |
Phone Numbers | Which phone numbers the user has access to |
GMB Locations | Which Google Business Profiles the user can view |
Automations List | Which automations the user can see and manage |
Pipelines | Which pipelines the user has access to |
Click each button to open the list of available options and select the specific items this user should have access to. For example, if a client should only see their own company’s data, select just that one company under Company List.
Critical: If you skip this step, the user will log in to an empty account with no data visible. You must assign at least the relevant companies for the user to see anything when they log in. |
Step 6
Set Password and Save
Enter a password for the new user. You’ll also see an option to email the login details directly to the user — check this box if you want LeadSnap to send them their credentials automatically.
Click “Save” to create the user. They can now log in with their assigned role and data access.