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  1. Home
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  4. Permissions

Permissions

Table of Contents

  • Add/Edit Permission Group
  • Clone Permission Group
  • Permissions
Some plans may have a limit on the number of entries
Permissions allow you to control who can access and change data within Leap. Leap comes with two default permission groups: Super User – This permission level allows those who have it unlimited access to all data within Leap. Members of this group can create, read, update, and delete all records inside Leap. Sales Rep – This permission level gives members access to the data needed to use the Leap app; these users cannot change the data within Leap.

Add/Edit Permission Group

Responsive image When adding or editing a permission group you will be presented with the following inputs: Responsive image
Name
The name of the permission group.
Select User(s)
Lists the users in your organization. Check off who you wish to belong to this permission group.
Select Permission(s)
Contains a list of permissions you wish to provide to the users of this group.

Clone Permission Group

Cloning a permission group allows you to make a copy of a permission group with all of the same permissions. This is useful for creating a group for a user that may need all of the permissions of a sales representative with a few more permissions, but that you do not want to have full super user access to the system.

Permissions

PERMISSIONDESCRIPTIONAPPDASHBOARD
Address CreateAllows the user to add a customer’s home address. *Note: All Address permissions work in conjunction with Customer, Contact, and Estimate.
✓
Address DeleteAllows the user to remove a customer’s home address
✓
Address FindAllows the user to search for a customer’s home address
✓
Address GetAllows the user to pull up a customer’s home address.
✓
Address UpdateAllows the user to edit a customer’s home address.
✓
App Settings UpdateAllows the user to set up or make changes to the App Settings, which includes: App Appearance, Appointments, Categories, Company Logo and Watermark, Document Sending Settings, Custom Options, Price Formulas, and Results Settings.
✓
Contact CreateAllows the user to add a customer’s name, phone number, and/or email address. *Note: All Contact permissions work in conjunction with Address, Customer, and Estimate.
✓
Contact DeleteAllows the user to remove a customer’s name, phone number, and/or email address
✓
Contact FindAllows the user to search for a customer’s name, phone number, and/or email address
✓
✓
Contact GetAllows the user to pull up a customer’s name, phone number, and/or email address
✓
✓
Contact UpdateAllows the user to edit a customer’s name, phone number, and/or email address
✓
✓
Contract CreateAllows the user to build a Contract, Proposal, or any Custom Option document
✓
Contract DeleteAllows the user to remove a Contract, Proposal, or any Custom Option document
✓
Contract FindAllows the user to search for a Contract, Proposal, or any Custom Option document
✓
✓
Contract GetAllows the user to obtain a Contract, Proposal, or any Custom Option document
✓
✓
Contract UpdateAllows the user to edit a Contract, Proposal, or any Custom Option document
✓
Credit Application CreateAllows the user to add a Default or Partner credit application to their account
✓
Credit Application DeleteAllows the user to remove a Default or Partner credit application from their account
✓
Credit Application FindAllows the user to search for a Default or Partner credit application
✓
✓
Credit Application GetAllows the user to obtain a Default or Partner credit application
✓
✓
Credit Application UpdateAllows the user to fill in and send out a Default or Partner credit application
✓
✓
Customer CreateAllows the user to add customer information on the app. *Note: All Customer permissions work in conjunction with Address, Contact, and Estimate.
✓
Customer DeleteAllows the user to remove customer information on the app
✓
Customer FindAllows the user to search for customer information
✓
✓
Customer GetAllows the user to obtain customer information
✓
✓
Customer UpdateAllows the user to edit customer information on the app
✓
Email FindAllows the user to search for information on the Emails tab in the Dashboard
✓
Estimate CreateAllows the user to create an estimate on the iPad app. *Note: This permission works in conjunction with Address, Contact, and Customer.
✓
Estimate DeleteAllows the user to remove a saved estimate on the iPad app
✓
Estimate FindAllows the user to search for a saved estimate
✓
✓
Estimate GetAllows the user to obtain a saved estimate.
✓
✓
Estimate UpdateAllows the user to edit a saved estimate on the iPad app
✓
Finance Option CreateAllows the user to add and edit Finance Options provided by their Lender
✓
Finance Option DeleteAllows the user to remove Finance Options from the list
✓
Finance Option FindAllows the user to search for any Finance Option available in the app
✓
✓
Finance Option GetAllows the user to obtain and use Finance Options in the app
✓
✓
Measure Sheet CreateAllows the user to add a new Measure Sheet Item to the Price Guide on the Dashboard. *Note: All Measure Sheet permissions work in conjunction with Price Guide.
✓
Measure Sheet DeleteAllows the user to remove a Measure Sheet Item from the Price Guide on the Dashboard
✓
Measure Sheet FindAllows the user to search for a Measure Sheet Item
✓
✓
Measure Sheet GetAllows the user to obtain a Measure Sheet Item
✓
✓
Measure Sheet UpdateAllows the user to edit the information of a Measure Sheet Item
✓
Office CreateAllows the user to add a new office
✓
Office DeleteAllows the user to delete an existing office
✓
Office FindAllows the user to search for an office
✓
✓
Office GetAllows the user to log into an office
✓
✓
Office UpdateAllows the user to change the name of an office
✓
Package CreateAllows the user to add a new package
✓
Package DeleteAllows the user to remove an existing package
✓
Package FindAllows the user to search for packages
✓
✓
Package GetAllows the user to obtain and use packages
✓
✓
Package UpdateAllows the user to edit items in a package. This includes changing the options within a package and changing package details such as name and thumbnail
✓
Payment Method ReadAllows the user to search for and obtain the method of payment
✓
✓
Payment Method WriteAllows the user to capture the method of payment
✓
✓
Payment Request CreateAllows the user to add and send a payment request
✓
✓
Payment Request FindAllows the user to search for a payment request
✓
Payment Request GetAllows the user to obtain a payment request
✓
Payment Request UpdateAllows the user to edit and send a payment request
✓
Permission Group CreateAllows the user to add a new permission group
✓
Permission Group DeleteAllows the user to remove a permission group
✓
Permission Group FindAllows the user to search for permissions in a permission group
✓
✓
Permission Group GetAllows the user to obtain permissions in a permission group
✓
✓
Permission Group UpdateAllows the user to edit an existing permission group
✓
Pitch Book CreateAllows the user to add a new resource
✓
Pitch Book DeleteAllows the user to remove a resource
✓
Pitch Book FindAllows the user to search for a resource
✓
✓
Pitch Book GetAllows the user to obtain a resource
✓
✓
Pitch Book UpdateAllows the user to edit a resource
✓
Price Guide CreateAllows the user to add new price guide options and upcharges. *Note: All Price Guide permissions work in conjunction with Measure Sheet.
✓
Price Guide DeleteAllows the user to remove price guide options and upcharges
✓
Price Guide FindAllows the user to search for price guide options and upcharges
✓
✓
Price Guide GetAllows the user to obtain price guide options and upcharges
✓
✓
Price Guide UpdateAllows the user to edit price guide options and upcharges
✓
Submitted Credit App CreateAllows the user to fill in a default credit application
✓
Submitted Credit App FindAllows the user to search for a default credit application
✓
✓
Submitted Credit App GetAllows the user to obtain a default credit application
✓
✓
Submitted Credit App UpdateAllows the user to pull up a default credit application
✓
User ActivateAllow the user to activate an existing user
✓
User CreateAllow the user to create a new user
✓
User DeleteAllows the user to deactivate an existing user
✓
User FindAllows the user to search for an existing user
✓
User GetAllows the user to obtain an existing user’s record
✓
User UpdateAllows the user to edit the information of an existing user
✓
Website AccessAllows the user the ability to log into the Leap Dashboard via a web browser
✓
This article is for Dashboard 3.0. Click here to view the help article for version 2.9.
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