LeadMaster F.A.Q – detail about Label sets

Explain in detail about Label sets and How do they impact different users?

  • There are a several things about label sets that impact users:
  1. A workgroup can have a default label set (see administration / manage workgroups / edit workgroup).  If the user logon doesn’t specify a label set the workgroup default label set is used.
  2. A user having access to a the workgroup can have a label set specifically for that workgroup (see administration / logon management / internal for the user / workgroup).
  3. A user logon can have a default label set (see administration / logon management / privileges).
  •  The “Request to Update Records” feature (aka Lead-Xpress) provides the ability to have “users” who do not have logons.  So if you are configuring a workgroup to use this feature, make sure to have a default label set configured for the workgroup.  As a matter of good practice, ALWAYS have a default label set configured for the workgroup.

Label set to use at logon time is determined as follows:

1. if the label set is set for the user (logon management / internal settings), use that

2. if the label set is set for the workgroup (manage workgroups), use that

3. use the default label set set for the user (logon management)

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