Viewing of records are based on sharing settings. Sharing settings determine who can view and access records in your database. MHub Lead uses business units and user role hierarchies to grant access. In other words, who can view the list of leads, customers or opportunities depends on what business unit and access role the user has.
- The highest access role (HQ) (Level I) can view all records across all business units
- The second category (Level II) which are business unit leader roles (Supervisor, sales manager, sales admin), can view all records within their business unit
- The lowest access role (Staff/Agent) (Level III), can only view their own or assigned records only
The same hierarchy applies to create, edit and delete actions.
Here's a visual summary of the access, permissions and actions according to each user role level.
1. Level I - Headquarters
| View | Create | Edit | Delete | |
| Leads | all | yes | all | all |
| Customers | all | yes | all | - |
| Opportunities | all | yes | all | - |
| Campaigns | all | yes | all | if all channels are deleted |
| Channels | all | yes | all | if all submissions are deleted |
| Submissions | all | - | - | yes |
| Reports | all | - | - | - |
| Settings | all | yes | all | all |
2. Level II - Supervisor, Sales Manager, Sales Admin
| View | Create | Edit | Delete | |
| Leads | BU only | yes | BU only | BU only |
| Customers | BU only | yes | BU only | - |
| Opportunities | BU only | yes | BU only | - |
| Campaigns | BU only | yes | BU only | BU only |
| Channels | BU only | yes | BU only | BU only |
| Submissions | BU only | - | - | BU only |
| Reports | no | - | - | - |
| Settings | no | no | no | no |
3. Level III - Staff/Agent
| View | Create | Edit | Delete | |
| Leads | own/assigned | yes | own/assigned | no |
| Customers | own/assigned | yes | own/assigned | - |
| Opportunities | own/assigned | yes | own/assigned | - |
| Campaigns | BU only | no | no | no |
| Channels | form only | no | no | no |
| Submissions | no | - | - | no |
| Reports | no | - | - | - |
| Settings | no | no | no | no |
Note: Staff and agents are able to assign but assigning it to someone else will result in a loss of access to that record