KeyCRM Permissions
For the KeyCRM connector to work correctly in LightLead, certain access rights are required in the CRM system.
Required Permissions
Read API access is required for orders, product line items, statuses, and directories. Access to buyers is done through order fields. Without access to directories, order statuses are unavailable.
Checking Permissions
LightLead automatically checks access rights during initial discovery. If any permissions are missing, you'll see a corresponding warning in the interface.
Detailed Permission List
| Permission | Description | Requirement |
|---|---|---|
| Read entities | Access to the list and content of deals/orders/leads | Required |
| Read pipelines | Access to the list of pipelines and statuses | Required |
| Read users | Access to the list of users/managers | Recommended |
| Read custom fields | Access to custom field settings and values | Recommended |
| Read contacts/companies | Access to related contacts and companies | Recommended |
Permission Limitations
Some operations may be unavailable if certain permissions are missing:
Without pipeline permissions: reports grouped by pipeline and status are unavailable
Without user permissions: grouping by manager is unavailable
Without custom field permissions: custom fields are unavailable in filters and reports
Without contact permissions: attribution by contact data is unavailable
Updating Permissions
If you changed access rights in the CRM system, re-run discovery in LightLead:
Go to the connection settings
Click Reconnect or Refresh discovery
Wait for the permission check to complete