Manage employee access to leads

The employee access list contains standard users who have been added to Sage Construction Management and have access to the lead.

Only administrators can add users and assign roles.

View the employee access list

Go to Leads and select the appropriate lead in the Quick Select section.
On the Lead Home page, select Employee Access in the Lead Team section.

Give employees access to the lead

Select Add Other Employees.
Optionally, use the Search field to filter the list.
Select one or more employees from the list as needed.
The list includes standard users who are not assigned the Administrator role and do not have access to the lead.
Select Save.

You can also manage user access to leads from the user profile page.