Users Archives – Documentation LeadSnap

Differences between user roles

Posted on August 10, 2020March 21, 2022 by Patric Shannon

LeadSnap has three different user roles that can be assigned.

Admin

The admin user role has is the account owner and has full capabilities within the account. Admins have the ability to change the details of the account, create new users of any role as well as deleting users.

Manager

Managers are part of your agency with access that can be limited on a company basis. Your managers will have the ability to perform any of the following tasks within the companies that have been assigned to them.

Add clients
Can edit other managers and client accounts
Edit assigned companies
Assign a company to a manager or client
Add new leads (within assigned companies)
View leads (within assigned companies)
Edit existing leads (within assigned companies)
Delete leads (within assigned companies)
Assign leads (toÂ assigned companies)

Client

The client role provides access to the clients of the account owner or admin. The client role is the role with the least amount of privileges.Â This role has the ability to login and see the leads that have been assigned to their user role.

Add new lead
View assigned leads
Edit existing leads assigned to their account.
Delete leads assigned to their account.

Create and invite a new user

Posted on August 10, 2020March 21, 2022 by Patric Shannon

When an user is added to LeadSnap, he or she will receive an invitation email by default. This email contains a temporary password and instructions on how to activate their account and login. You can uncheck this option when creating a new user if you do not want them to receive an invitation email.

Steps

On the left menu, click on “Users”, then “Add New User”.
Fill out the new user information.
Select the user role. If you are not sure what each role can see and do, click on the little question mark icon beside it for more information or here.
You can create a password for the user or if you leave this field blank, the system will create a password for them. They can change it later if they like.
Click on the Submit button.
Congratulations! Your new user was created and will now receive an email with instructions to activate their account and login.

Video Tutorial

Need more details or just want to see how it’s done? Watch the video below.

Edit an existing user

Posted on August 10, 2020March 21, 2022 by Patric Shannon

There are three user roles that can be assigned to a new user: admin, manager, and client. Click here to learn more about the different user roles.

The edit user screen allows you to control all the settings for users on a user level. This includes their profile information such as name, email, phone, company as well as their user role, lead delivery settings and notifications.

Navigate to Edit User

On the left menu, click on “Settings”, then “Users” and finally “All Users”.
Find the user you wish to edit and click on “View”.
Click on “Edit User” in the top right corner.
Make your changes.
Click on the “Update” button to save your changes.

Profile Tab

The profile tab allows you to adjust the basic user information such as name, address, phone, email address, website and password. This is also the location where you change the companies that the specified user is associated with. If you need to change the user role for a user, you can do so from the profile tab on the edit user screen.

Lead Delivery Settings Tab

This tab is only available for the client user role. Any companies that are assigned to the user will be listed on this screen.

Auto-Forwarding – From this screen you can adjust the auto-forwarding settings for a user on a company level. You an make this same adjust on a user level from the edit company screen.

Email Leads – The email leads box allows you to designate the receiving email address for leads associated with this client. By default we will select the email address provided for the client when the client is created however you can adjust that here. It is required to have at least one email address for this field. As many clients like to have their leads sent to multiple email addresses you do have the option to add several email addresses to this field.

Notification Settings Tab

The notifications tab allows you to set notifications for companies and GMB on a user level. Users have the ability to manage their notifications and admins also have the option to manage the notifications for users. In-App notifications will trigger the notification bell in the top right corner and the email notification will send an email to the email address associated with the user’s profile tab.

Notification Bell

Assign companies to a user

Posted on August 10, 2020March 21, 2022 by Patric Shannon

LeadSnap gives you the flexibility of being able to assign one company to multiple clients or multiple companies to a single client, aside from a one to one relationship.

You may have one lead generation website that produces so many leads you divide them between several clients or you may have a few websites producing lots of leads to a single client.

Either way, in this section you will learn how to assign a company or more to a single user.

Steps

On the left menu, click on “Users”, then “All Users”.
Find the user you wish to assign a company to. Click on “View”.
Click on “Profile”.
Click on “Edit User”.
Click on “Companies List” by “Assign Companies” and select the company or companies you want to link this user to.
Click on the Update button.

Video Tutorial

Need more details or just want to see how it’s done? Watch the video below.

Archive a user

Posted on August 10, 2020March 21, 2022 by Patric Shannon

You can archive and permanently delete users. Leads associated with an archived user will also be archived. Archived users can be restored and leads that were previously assigned to them will also be restored at that point.

Leads assigned to permanently deleted users will remain in the system as their main association is with the company they are linked to.

Steps

On the left menu, click on “Settings”, then “Users” and finally “All Users”.

2. Find the user you wish to archive. Then click on “View”.

3. On the top right of the screen, click on “Archive”.

4. A popup window will show up to confirm you really want to archive this user. Note that if you archive a user leads associated with him or her will also be archived.
Click on the “Confirm” button to go ahead and archive this user.

Delete a user permanently

Posted on August 10, 2020March 21, 2022 by Patric Shannon

Note that before you can permanently delete users, they need to be archived first.

Additionally, deleting a user is a permanent action. This user can not be restored. If you are not sure if you will ever need this user’s records or do business with him again, we suggest you archive him instead.

Steps

On the left menu, click on “Users”, then “All Users”.

2. On the top right of the screen, click on “View Archived Users”.

3. Find the user you wish to delete then click on the “Delete Permanently” button.

4.Â A popup window will show up to confirm this action.

5. Click on the “Confirm” button.

Video Tutorial

Need more details or just want to see how it’s done? Watch the video below.

Create Client User

Posted on October 8, 2020March 21, 2022 by Fernanda Zettel-Shannon

In this tutorial, we will show how to create a new client in LeadSnap, how to set up auto-forwarding for this client, and send them an invitation to create their account.

LeadSnap can serve as a digital rolodex or online organization system with all your client information in one location.

Video Walkthrough

Step-by-Step Guide

1 . Click on Settings > Users > Add New User.

2. Fill out the information about your client in the Add New User screen.

Type in the first and last name of your client and name of their company in the appropriate fields.

In the next field we will enter their email address. This is what will be used to send the leads to your client by default but you can override this email address from the Edit Company page later if necessary.

Enter their phone number and street address. Note that the address field will give you options to auto-fill once you start typing it. If you don’t get a match, it could be caused by a new construction not yet being added by google maps or there may be a spelling error somewhere along the address line.

3. The companies list button allows you to assign this client to a company. So as leads come into your company they can forwarded to their associated clients. Click the Companies List button to see a list of available companies you have already entered in the system. Select the company you would like to have this client assigned to. If you have a lot of companies, you can also use the search bar to locate the desired one more quickly.

4. Select the client user role.

Currently, we have 3 different user roles: clients, managers, and admins. You can create as many users of each role as you would like. As the account owner, your account was set up as an admin by default.

Admins can see every piece of your account for all companies and all modules.

Managers can see all the modules but only for their assigned companies. Some modules like the Heat Map and Due diligence don’t have a company relationship so in these cases the managers can you see the full functionality of the module.

Just like managers, clients can only see things related to their assigned companies. However unlike managers, clients only have access to three modules: the lead management, reputation management and GMB management.

5.Â For the password fields, you can create a password for your client or you can leave these both blank. If you leave the password and confirm password fields blank it will be auto-generated for the user by default. They can always change it when they login.

6. Notice this little checkbox down at the bottom.Â It determines whether the user you create gets an email invitation to set up their LeadSnap account.

If you do not want this client to have access to LeadSnap, just leave this box blank. You can always send an invitation later.

If this is your first client, we recommend leaving this checkbox blank. You can create a test client, and log in so you can see things from their perspective.

If your browser is auto-populating an email address or password, please make sure to remove those and enter the correct values.

Once you have all the fields complete you can click Submit to create your client.

We have now created a client and assigned it to a company.

7.Â As new leads arrive for the company that’s associated with this client they will automatically be assigned to this client. Whether they are sent immediately or need to be sent manually will depend on your auto-forwarding settings.

To adjust the auto-forwarding settings click on Users > All Users, then click on the View button for the desired client.

8. Click on the Edit User button on the top right.

9. Select the Lead Delivery Settings tab, then toggle the Auto-forward option on or off, according to your preferences. Note that if this is set to off, leads will not be sent to your client until you manually do it from the All Leads page.

10. You can also update these settings from the Edit Company screen.

11. If you ever need to send an invitation to an existing user, such as a client you can do that from the all user page.

Just click on Settings> Users> All Users. Find the user you would like to send the invitation and click the resend invitation button.

Check out the videos in our help section for additional information.

Creating a Subscription

Posted on October 9, 2020March 21, 2022 by Fernanda Zettel-Shannon

In this tutorial, we will show how to select a plan and subscribe to it in order to unlock features in LeadSnap.

Video Walkthrough

Step-by-Step Guide

1 . Now that you have your account created, the next step is to sign up for your trial or another subscription plan of your choosing. Some of the functionality in LeadSnap is limited until you get the subscription setup. The good news you can get up and running for 30 days for only a dollar.

To sign up for the $1 plan just click your name in the top right corner and then select store.

2. This will show you the list of available plans. Yours will probably look different. You can click the details button to see more information about the plan.

3. Once you have the plan you like, click the add to cart button from the details page.

4. On this page, click the blue button in the bottom right corner that says Pay with Card.

5. Add in your email address, your card details and click Pay.

6. Assuming the payment went through, we should be good to go and you will now have full access to LeadSnap. After the payment, you will be redirected to the subscription page.

From this page you can see the details of your subscription, cancel or make changes.

You can click the tab beside Subscription to see your Payment History, and Payment Info tab if you need to change or update your payment method.

Connect Clients and Companies

Posted on September 11, 2020March 21, 2022 by Patric Shannon

Companies are a central building block within the LeadSnap platform. When you first create a company it will not have many of the associations necessary to take full advantage of our system. One of the first connections you will want to make is the connection between the client and the company. This is a quick and simple process.Â Like many things in LeadSnap, there are several ways to do things. You can either assign the client to the company or the company to the client.

Why Connect Clients and Companies

Leads get auto-assigned to clients as they arrive or are created.
Allows for auto-forwarding of leads to clients.
Clients can only see the leads they are assigned to when they log in.
Allows for automated reporting of “Leads by Client” throughout our lead management module.

Assign Company to Client

Settings from the left navigation menu.
Expand companies from within the settings menu on the left navigation menu.
Select All Companies.
Select the Edit button next to the company for which you would like to assign a client.
Click into the “Assign Clients” box and you should see a list of the clients you have created within LeadSnap.
1. If your client is not listed here, please see the help article on creating new clients.Â
Click Update at the bottom of the screen to save your changes.

Assign Client to Company

Settings from the left navigation menu.
Expand Users from within the settings menu on the left navigation menu.
Select All Users.
Select the View button next to the user for which you would like to assign a company.
In the top right corner select the “Edit User” button.
Click the “Companies List” button and click the checkboxes next to the companies you would like to associate with this user.
1. Note if you do not see your company here than you need to see the help article on creating new companies.Â
2. If you do not have the Assign Companies button, check to make sure the user is not an Admin user as this button will not be visible for admin users. Admin users can see all companies within your account.Â
Click Update at the bottom of the screen to save your changes.