How to Add a New Client and Create a Custom Role

In this guide, we will go over how to setup your clients in LeadSnap. All of your clients will be setup as users. (This does not mean they will have access to the system, we will be able to determine that later on).

First we will go to Settings in the left navigation, then select users.

And select Add New User.

Enter in your clients information. Its important to have their name, email and phone number. But the rest is not required.

Now we can change their user role. However, please keep in mind that the default user roles are not able to be customized. If you would like your client to login and manage their leads, then it is important to create a custom user role which we will cover later on in this guide.

Then click the Companies List button.

And select which company they will be assigned to. If you do not already have a company, please check out our how to create a company guide.

Then enter in a password.

Here we check the box that will email the login details to the user. Only check this if you want them to be able to login to LeadSnap, if you don't want them to be able to login, then simply leave it unchecked.

Now we will create a custom user role. (You will only need to do this if you plan on having your client login to LeadSnap).

Click New Role on the right side.

And name this new user role you are creating.

After naming the role, then find it and click the view icon.

Now we can select very specifically what we want our clients to see when they login. If nothing is selected, when they login, the left navigation will be blank. If we select CRM then when they login, they will be able to see CRM on the left side.

If you want them to be able to see the form submissions and phone calls only, then select CRM, Leads, and All Calls. You can also allow them to edit or delete things by selecting the check boxes to the right. But by default they will not be able to. Please note, if you want your client to see the calls, you will also need to turn on the phone system permission. We will cover that later on in this guide.

We can also give them access to the GMB if they you are managing their personal GMB and want to allow them to do certain things such as replying to reviews and questions.

In order for your client to see their calls when they login, you will need to turn on the calls in the CRM area which we covered earlier, but you will also need to turn on the Phone System, and turn on the call here as well.

Now we just need to assign this new user role to our client user account.

We will go to settings, users, then all users.

Find your user and click edit.