The Users resource is the primary way of interacting with LeadSquared. This section details all operations you can perform on users. Permission Templates (a key user management tool) help you assign view and edit rights on leads and activities to your users. You can also perform CRUD operations on permission templates.
LeadSquared availability features let you track the availability and work schedules of your users and even allow you to automate attendance and leave tracking. To get most out of these API, you should familiarize yourself with the teams, check-in/check-out, workday templates, holiday calendar and leave tracker features. These user management APIs are specific to our user availability features –
|Create a Permission Template
Create a permission template to control user access.
|Authenticate a User
Authenticate a user and retrieve their details.
Check-In to LeadSquared
|Delete a Permission Template
Delete an existing permission template
Get all users in your account.
Check-Out of LeadSquared
|Get a User by Id
Retrieve a user by “UserId”.
Notify one or more users via email.
|Get a User by Email Address
Retrieve a user by email address.
|Update a Permission Template
Update a specific permission template.
|User Advanced Search
Retrieve users based on multiple criteria.
|Apply a Permission Template
Apply a permission template to users.
|Get User Attributes
Retrieve all user attributes.
|Remove a Permission Template
Remove a permission template from all users it’s applied to.
|Get User Permissions
Retrieve a user’s permissions across all permission templates.
|Get Check-In Status of a User
Find out if a user is checked-in to LeadSquared.
|Get Check-In History of Users
Get the check-in history of multiple users.
|Get User Tags
Retrieve all tags associated with a user.
|Get Permission Templates
Retrieve one or more permission templates.
|Get a User’s Work Day Details
Retrieves the availability and working hours of a user.