Security Roles for Lead Assignment Distribution & Automation

In this document you will learn about the different security roles assigned in Lead Assignment Distribution & Automation solutions.

This solution has the following two security roles:

  1. Lead Assignment & Distribution Automation Administrator – The Lead Assignment & Distribution Automation Administrator is given the privilege for License Registration and for Assignment Configuration. The user having ‘Lead Assignment & Distribution Automation Administrator’ role can create Assignment Configuration and Assignment Rules.
  2. Lead Assignment & Distribution Automation User – This security role is to be assigned to all the users who are present in the automated assignment process.

Note: System Administrator has all the rights that Lead Assignment Distribution & Automation administrator has.

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