Introduction

Different from the permission settings for Team accounts, setting up permissions in the Enterprise account is intended to be more scalable and precise for specific roles and situations. Essentially, when creating permissions at the Enterprise level, you will build profiles that will then be assigned to new users as you add them to your organization at different levels and in different responsibilities.

Summary

• Configuring Permissions
• Editing/Deleting Permission Profiles

Configuring Permissions

To access permission settings, navigate to Settings > Permission Profiles:

You will notice there are four built-in permission profiles. Some of the individual permissions for these built-in profiles are locked and greyed out (meaning they cannot be changed). Others, however, can be toggled on/off depending on business needs.

1. Company Owner (Hidden). This role will not display because only the account owner is able to have this permission.
2. Company Admin. Users with this profile will have the same permissions as the Company Owner. They will have all the company-level permissions.
3. Group Owner. This permissions profile is assigned to users that are designated as Group Owners. They will have the ability to manage any group (and subgroups) they are assigned to.
4. Group Admin. Users with this profile will have the same permissions as the Group Owner but they cannot be the owner of a group. They can also manage their group (and any subgroups of that group).
5. Standard User. This is the basic permission profile for agents and standard users on the team.

To add a new permission profile (you can add up to 20 more), click on the blue Add Profile button in the top-right:

The first thing you will do is give that profile a name that you will use to reference in the future:

Next, scroll down the list and toggle on/off the permissions that you would like to adjust using the switches on the right side:

Manage User

The permissions in this section allow the user to control the permissions of other users, add/remove users, and change individual user information within Company Settings.

• Organization Hierarchy. This permission allows users to edit the organization hierarchy for the entire company or their own group and subgroup.
• Permission Profile. This permission allows users to edit/add/delete permission profiles for the entire company.
• User Management. This permission allows users to add/edit/delete users, either in the entire company or just their own group and sub-groups.

System Configuration

The permissions in this section allow the user to add, edit, or delete Company Sources, Shared Tags, Pipeline Stages, and Lead Segments, as well as create and manage Lead Ponds, Custom Fields, AI Assistant setting, and set Reporting Goals (Both Team and individual user’s Goals).

• Pipeline. This permission allows users to add/edit/delete pipeline stages for the entire company.
• Sources. This permission allows users to add/edit/delete lead sources for the entire company.
• Segments. This permission allows users to add/edit/delete lead segments for the entire company or just their own group and sub-groups.
• Tags. This permission allows users to add/edit/delete lead tags for the entire company or just their own group and sub-groups.
• Custom Fields. This permission allows users to add/edit/delete lead profile custom fields for the entire company.
• Transaction Settings. This permission allows users to add/edit/delete Transaction Forms and Transaction Roles for the entire company.
• AI Assistant. This permission allows users to access the Company's AI Assistant settings.
• Reporting Goals. This permission allows users to add/edit/delete reporting goals for the entire company or just their own group and sub-groups.
• SSO Settings. This permission allows users to access the Single Sign On settings for the entire company.
• Company Templates. This permission gives the user access to edit or delete shared email templates, Smart Plans, and open-house questionnaires. If you choose the option for "Entire Company," the user with this profile can manage every group's templates. If you choose "User's Group," the user with this profile can only manage their own group's templates.
• Manage Lead Distribution. This permission gives the user the ability to manage lead routing rules and re-routing rules. If you choose the option for "Entire Company," the user with this profile can manage every group's lead routing rules. If you choose "User's Group," the user with this profile can only manage their own group's lead routing rules.
• Access All Company Leads. This permission gives the user access to all company leads, that is, all leads other than Private Leads.
• Add Private Leads. This permission gives the user the ability to add private leads. When turned OFF the user cannot add private leads and all future leads will be brought in as company leads. Any existing private leads will remain as private leads and will not be affected if this permission is changed.
• Delete Leads. This permission allows the user to delete all leads that are visible to that user, all leads the user is assigned to in the primary agent role, or all the user's private leads. 
• Export Leads. This permission allows the user to export all leads that are visible to that user, all leads the user is assigned to in the primary agent role, or all the user's private leads. 
• Change Lead Source: This will allow an account admin to restrict users from changing a lead's source. By default, this permission will be ON for all Lofty users. When the permission is OFF, the Source field is greyed out for all leads this user can see, including Private Leads.
• Partial Lead Conversion. This gives the user permission to convert partial leads by searching for contact information. This costs $0.30 per conversion which will be billed to the account owner's card on file.
• Manage Website. This permission gives the user access to edit all websites belonging to their current group or subgroups of that group.
• Edit Own Website. This permission gives the user the ability to edit their own Agent Subdomain website or upgrade to their own Agent Website. If disabled, the user cannot access their Agent Subdomain (which will stay live) and they cannot access the option to upgrade to an Agent Website.
• Add Landing Pages. This permission gives the user the ability to set up and manage landing pages. If they have their own Agent Subdomain or Agent Website, that webpage will be used to build the landing pages. Otherwise, the parent website above that level will be used.

Editing/Deleting Permission Profiles

To edit or delete a permission profile, use the edit or delete icons on the rightmost column:

Advanced Permission Settings

This setting is available under Settings > Permission Profiles > Advanced Settings. These settings are intended to define limitations for how organizational groups are to interact with each other within the Enterprise account. Some organizations prefer for users within these groups to only see others who belong to the same group and not users from the entire account. These permissions address that.

There are three scenarios in which these Group Interaction Limitations can be applied.

1. Lead Assignment

This setting limits what other users are visible when assigning leads.

Main Rule

Choose one of the following:

• Only allow users to assign leads within their own organizational group
• Allow users to assign leads to any other user within the account

Individual Exceptions

Select individual users or groups and whether they can/cannot assign leads to specific users or groups.

2. Transaction Contacts

This setting limits what users can be found when assigning transaction access to other contacts.

Main Rule

Choose one of the following:

• Only allow users to assign transaction access within their own organizational group
• Allow users to assign transactions to any other user within the account

Individual Exceptions

Select individual users or groups and whether they can/cannot assign transaction access to specific users or groups.

3. Live Transferring

This setting limits what users can be found when transferring calls to other users.

Main Rule

Choose one of the following:

• Only allow users to transfer calls to others within their own organizational group
• Allow users to transfer calls to any other user within the account

Individual Exceptions

Select individual users or groups and whether they can/cannot assign transaction access to specific users or groups.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Lofty CRM.