Manage external user access to your data

Introduction

LeadBoxer allows you to collect an abundance of data about your leads and customers. Some information may not be relevant to all users in your account. Therefore you may want to segment the collected data and limit viewing access to specific users or groups.

We call these specific user groups ' Clients'

Examples of different client types are:

External agents or resellers
Partners or Distributors
Product or Local sales teams
External organizations, eg Recruiting

Concepts

In LeadBoxer, you can add multiple datasets (websites) to your account and collect Lead & Customer data. Within each of those datasets you can create Segments.

For example, you might be targeting leads from different states or countries, so it makes sense to segment these into separate groups.

Using the Clients feature, you can add one or more clients (e.g., an external organization or an agent) that you can and specify which segment within that dataset they can view.

For example, you may have created EU and US segments in one of your datasets and work with an agent within the European market, so you may want to limit their access to the EU segment only.

So you first create 2 Segments (US and EU), add the 2 Clients groups (A and B) and set the permissions.

Finally, you then add individual users and associate with a dataset and 'Client group'. Below image is a visual representation:

Next, we'll explain how you can add segments, clients, and users to a specific client.

1. Adding a New Segment

Log into LeadBoxer as Administrator
Go to Leads view
In the filters section, apply any filter
Verify by opening a random lead and confirm the correct filter is applied
Click 'Save (as)'
Define a name for the Segment
Set Visibility to Private (or public if you want to share with all users)
Enable or disable the Mail this list option and and click Save

2. Adding a new Client

Log into LeadBoxer as Administrator
From the dropdown menu in the top-right corner, select Clients
Click Add a Client
Provide a client name
Select the Segment you want your client to be associated withClick Add

3. Adding users to a client group

Log into LeadBoxer as Administrator
From the dropdown menu in the top-right corner, select Users
Click Add a User
Enter the email address, First Name, Last name
From the dataset dropdown select your dataset
From the Client dropdown, select the client name for this user
Click Add