Profile Permissions for Syncing

Within CommuniGator certain roles have access restrictions to ensure your company controls the use of your account. For example, those with the 'Purchase' role can purchase credits to spend in GatorLeads for nurturing potential clients.

These role permissions are similar to Profile Permissions within Salesforce. You must have required permissions to do certain actions within Salesforce.

Required Permissions for CommuniGator Synching

 

  • API Enabled
  • Manage Public Templates
  • Manage Public Documents
  • Edit Tasks
  • Edit Events
  • Edit HTML Templates
  • Transfer Records
  • Transfer Leads
  • Convert Leads
Enable Administrative Permissions
  • API Enabled
  • Manage Public Documents
  • Manage Public Templates
  • Transfer Record
  • Edit HTML Templates
Enable General User Permissions
  • Edit Events
  • Convert Leads
  • Transfer Leads
  • Edit Tasks

Remember to save your changes and return to the 'Profile Detail Page'