SAC 360º - How to configure Lead Access Permissions

1st Step: To access the Lead access settings, just click on the gear settings inside the SAC (bottom left corner):

2nd Step: In Service Settings, you can select who will have access to the Lead at the moment when the service is started. By default, the selected option is "Do not change permissions".

The option "Add the Agent as Responsible for the Lead (automatic)" will modify the person responsible for the lead to the agent who starts the service, and will also adjust the lead permissions so that only the respective agent can view it.

Note that there is also the option "Add the Agent as Responsible for the Lead (ask)" which performs the same settings mentioned above only if the agent allows.

The option "Add to the Lead the permissions configured in the Agent's User (automatic)" makes the accesses to this Lead the same as configured in "Access Permissions" on the user edit screen. For more details on how to make these settings, see the article Lead Permissions: https://docs.sprinthub.com/duvidas-comuns/permissoes/permissoes-do-lead

As with the previous option, we can also set it to "Add to the Lead the permissions configured in the Agent's User (ask)" which performs the same settings mentioned above only if the agent allows.

Notes:

• If the lead already has a responsible person when starting the service, it will not be changed.

• If the lead already has access permissions configured when starting the service, they will not be changed.