How to Create A User Login for Lead Vendors

This article describes the steps involved in creating a User Login for Lead Vendors within the CRM. In creating a Lead Vendor company, users and teams are created to facilitate Lead Vendors logging into your system and viewing the status of contacts that they have imported.

1. Create a Company
Follow the steps spelled out in our How to Create a Company Help Center article. 

2. Create a Team Called Lead Vendor and add the created company
Follow the steps spelled out in our How to Create Teams Help Center article. 

• Now that a team is created, this team can be utilized on contact lists you may create and share with a lead vendor team. You probably will not allow the Lead Vendor's users to create lists themselves.

3. Adjust the Data Source
Next, edit the data source that the leads are being imported from. 

1. Click the Contacts tab, and then click Data Sources in the Navigation Bar. On this page, edit the Data Source the vendor is posting leads to and edit the Assignment settings
2. Choose the given company with the dropdown menu associated with choosing a Lead Vendor. 
3. Make sure to check the box for Assigning On. 
4. Lower down in that section, select the Lead Vendor company (our example is also called "Lead Vendor"). This will make leads imported through this data source be automatically assigned to the "Lead Vendor" Company, allowing a user from that lead vendor to see those leads.
   

4. Create a Role that will only have access to view contacts in the Contacts tab
Location: Admin Tab > Roles (navigation bar)

1. Create a new Role named Lead Vendor" The left-most column of checkboxes activates the tabs to be visible to the users with this role. In this scenario, only check “Contacts”. The next three columns contain permissions for functions contained under that tab in the CRM.
2. For the user with this new role of “Lead Vendor,” be sure that View All Contacts and View Contact List are checked (see image below) for a Lead Vendor user login, as they should not be able to alter anything on a contact, only view their status. 
3. You may assign further or fewer permissions. FORTH suggests adjusting the role settings until you've found what works best for your situation.

5. Create a User Account for the Lead Vendor 
Location: Admin Tab > New User (navigation bar)

1. Select the user type (Standard or Service) from the User Type dropdown menu on the left side of the page
2. Enter the username, password, and then the password again under Confirm. 
3. Next, select the company (Lead Vendor) the user will work under from the Company dropdown menu. 
4. Click Save User and you will be given further options for the new user.
5. Scroll down to User Login Information and fill in any required information notated with asterisks. Be sure to include an email address that can be used for the vendor. 
6. Check the two (2) boxes under the User Login Information section labeled Require Password Change at Next Login and Email Login Info to send login credentials and have the user set their own password.
7. Click Save and a system-generated email will be sent to the email address and force them to change the password on the initial login.
   

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