Permissions in Livespace

Permissions in Livespace CRM differ depending on the role of the person who uses it. The manager will see a different set of privileges than the regular user. In this article you’ll find out where in Livespace an administrator can find permissions settings and how to change them.


Three levels of permissions in Livespace CRM

In Livespace there are three different levels of permissions available:

  • User – can see all of the contacts, however, depending on settings can edit or delete only the contacts belonging to him or her. A User can also access his or her deals and statistics. A User cannot change the settings of the company’s Livespace account, only their profile settings.
  • Manager – can see all of the contacts and edit them. Has access to all deals in the company and to company’s statistics. Cannot change global account settings of company’s Livespace.
  • Administrator – has access to all of the data put into Livespace by users, managers and other administrators (except for the notes marked as Visible: only for me). An administrator also has access to global account settings of company’s Livespace and the rest of the settings.

Permissions settings in CRM

In order to set up permissions in CRM, you need to be an administrator, then:

  1. Go to Account settings:accsettings
  2. Select Permissions from the menu on the left:permissions1
  3. Here you will see three tabs in which an administrator can change permissions settings:usersownersdealsandspaces
  • Users – regular user privileges, privileges shared by managers and regular users and manager privileges,
  • Owners – settings related to contact and deal owners, such as showing removed users in the Owner filter on lists,
  • Deals and Spaces – settings related to accessing deals and spaces.

Permissions on Users tab

Users tab contains three groups of settings, we will discuss them one by one:

  1. Regular user privileges (not managers):
    • User can edit all people – allows users to edit contact’s details (all contacts, added by company’s Livespace users, including the ones he or she does not own)
    • User can remove all people –  this option allows users to delete the contacts (including the ones he or she does not own)
    • User can edit all companies – allows users to edit all companies’ information (including the ones added by other users)
    • User can remove all companies allows users to delete all companies added to Livespace (including the ones added by other users and the ones he or she does not own)
    • User can edit all deals to which they have access –  allows users to edit added deals (including the ones added by other users and the ones he or she does not own)
    • User can remove all deals to which they have access –  allows users to delete added deals (including the ones added by other users and the ones he or she does not own)
    • User can modify the deal closing date – allows users to modify the closing date of the deal (including the deals added by other users and the ones he or she does not own)
    • Regular user can export information from listsallows users to export data from the lists of contacts, deals and tasks to a .xls or .csv file and save it on their computer
    • User can manage contact groups – allows users to edit and change groups, to which contacts are added (companies and people)
  2. Privileges shared by managers and regular users:
    • User and manager can import contacts – allows both users and managers to add new contacts to Livespace by importing them from an outside source (.xls or .csv file)
    • User and manager can add and manage e-mail accounts in setting section on their profiles – allows users and managers to add an email account to synchronize with Livespce; allows users and managers to change settings connected to the added email account through their individual profile settings (users and managers cannot change global settings, only administrator can)
  3. Manager privileges:
    • Managers can manage Target and Result Scorecards – allows managers to change the parameters of Target and Result Scorecards
    • Managers can export information from lists – allows managers to export data from the lists of contacts, deals and tasks to a .xls or .csv file and save it on their computer.
    • Managers can access all users’ tasks – allows every manager to see and edit tasks in the calendars of other Livespace users

Permissions in Owners tab

In this tab, we have only one set of permissions, connected with contacts and deals owners:

  1. Settings related to contact and deal owners:
    • User can change owners of deals and contacts – allows users to decide freely on the ownership of the deal
    • Show removed users in the Owner filter on lists – when users are removed by an administrator, all of their input data stays in Livespace. To allow access to the data input by these users, an administrator may agree to switch this option on, therefore a deleted user will be visible in the Owner field on filtered lists
    • Allow deals to have no owner – by default, every contact, and every deal has to have an owner. Allowing deals to have no owner causes an exception, the deal can have no owner

Permissions in Deals and Spaces

In this tab, we have only one set of permissions, connected with deals and spaces:

  1. Settings related to accessing deals and spaces:
    • Send requests for access to deals and spaces to all managers (not just the attendees) – by default, a request for granting access to deals and spaces is sent only to participating managers; when switched on – the request is sent to all managers
    • Show the list of attendees on the profiles of public deal and spaces – allows to hide the list of attendees on the profiles of public deals and spaces
    • allows to add deals available for all users from the company
    • New deals are public by default – adding a new deal will make it public by default
    • Activity in contacts will update the last activity date of open deals – for example adding a note will change last activity date, preventing the deal from closing automatically