LP CRM Permissions
For the LP CRM connector to work correctly in LightLead, certain access rights are required in the CRM system.
Required rights
Read access to leads, statuses, and funnels is required. Access to managers is via the manager_name field. Without rights to funnels, lead statuses are unavailable.
Checking rights
LightLead automatically checks access rights during initial discovery. If any rights are missing, you'll see a corresponding warning in the interface.
Detailed list of rights
| Right | Description | Required |
|---|---|---|
| Read entities | Access to the list and content of deals/orders/leads | Required |
| Read funnels | Access to the list of funnels 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 |
Right limitations
Some operations may be unavailable if certain rights are missing:
Without funnel rights: reports grouped by funnels and statuses are unavailable
Without user rights: grouping by managers is unavailable
Without custom field rights: custom fields are unavailable in filters and reports
Without contact rights: attribution by contact data is unavailable
Updating rights
If you changed access rights in the CRM system, run discovery again in LightLead:
Go to the connection settings
Click Reconnect or Refresh discovery
Wait for the rights check to complete