Permissions & User Roles in Lenzvu

Manage user access in Lenzvu with a flexible, role-based permissions system. Assign the right level of access to each team member to improve security, streamline workflows, and ensure everyone can do their job efficiently.

What Are Permissions in Lenzvu? #

Permissions define what a user can view, create, edit, or manage in LenzVU. These permissions are grouped into categories such as Administration, Contacts, Marketing, and more – making them easy to manage and scale as your team grows.

Default User Roles #

Lenzvu includes four default roles to help you get started quickly.

Admin #

Full access to all features, including system settings, user management, and data controls.

Manager #

Access to operational tools, reporting, contact management, and workflow tracking.

Marketing #

Focused on campaigns, automations, ads, and communication tools.

Front Desk #

Handles client communication, contact management, and daily task execution.

Permissions by Role #

Below is a complete breakdown of permissions included in each default role.

Category	Permission	Description	Admin	Front Desk	Marketing	Manager
Administration	Manage settings	Manage company-level settings and controls	Yes	No	No	No
Administration	Manage roles	Create and update roles and permissions	Yes	No	No	No
Administration	Manage users	Manage users and company access	Yes	No	No	No
Ads	Manage ads	Create, edit, publish, and manage ad campaigns	Yes	No	Yes	Yes
Automations	Manage automations	Create, edit, clone, and publish automations (includes landing pages)	Yes	No	Yes	No
Automations	Manage landing pages	Create and manage landing pages and flows	Yes	No	No	No
Calendar	Connect calendar	Connect a personal Google Calendar	Yes	No	No	No
Calendar	View calendar details	View broader calendar event details	Yes	No	No	No
Calendar	Manage calendar events	Create and manage calendar events	Yes	No	No	No
Contacts	View contacts	View contact records and CRM details	Yes	Yes	Yes	Yes
Contacts	Manage contacts	Edit and maintain contact details	Yes	Yes	No	Yes
Email Campaigns	View email campaigns	View email campaigns	Yes	No	No	No
Email Campaigns	Manage email campaigns	Create and edit email campaigns	Yes	No	No	No
Exports	Manage exports	Export operational data	Yes	No	No	No
Forms	View forms	View forms	Yes	No	No	No
Forms	Manage forms	Create and edit forms	Yes	No	No	No
Gmail	Connect Gmail	Connect Gmail mailbox	Yes	No	No	No
Gmail	Send via Gmail	Send 1:1 emails via Gmail	Yes	No	No	No
Gmail	View imported Gmail	View imported Gmail messages	Yes	No	No	No
Gmail	Manage Gmail ownership	Manage Gmail connections and ownership	Yes	No	No	No
Library	Use templates	Use approved templates	Yes	Yes	Yes	No
Marketing	Manage landing pages	Create and manage landing pages	Yes	No	Yes	No
Marketing	Manage communication categories	Manage messaging categories	Yes	No	Yes	No
Messages	Send messages	Send SMS, email, or chat messages	Yes	Yes	Yes	Yes
Profile Access	View messages: all profiles	Access all conversations	Yes	No	No	No
Profile Access	View messages: assigned profiles only	Access assigned conversations	Yes	No	No	No
Profile Access	Forms: all profiles	View all forms	Yes	No	No	No
Profile Access	Forms: assigned profiles only	View assigned forms	Yes	No	No	No
Profile Access	Notes: all profiles	View and add notes for all profiles	Yes	No	No	No
Profile Access	Notes: assigned profiles only	View and add notes for assigned profiles	Yes	No	No	No
Profile Access	Integrations: all profiles	View integrations for all profiles	Yes	No	No	No
Profile Access	Integrations: assigned profiles only	View integrations for assigned profiles	Yes	No	No	No
Reports	View limited reports	Access non-sensitive reports	Yes	No	No	Yes
Reports	Export reports	Export report data	Yes	No	No	No
Reviews	Manage Google reviews	Respond to and manage reviews	Yes	Yes	No	Yes
Tags & Tracking	View tracker	View pipeline and tracker boards	Yes	No	No	No
Tags & Tracking	Manage tags	Create and assign tags	Yes	Yes	No	Yes
Tags & Tracking	Update tracker stages	Move contacts and update pipeline	Yes	No	No	Yes
Tags & Tracking	Manage tracker	Full tracker management	Yes	No	No	Yes
Tasks	Create tasks	Create tasks	Yes	Yes	No	Yes
Tasks	View tasks	View task boards	Yes	Yes	No	Yes

Legacy Permissions #

Some roles may include permissions from an earlier system that are not part of the current structure.

These include:

• Ability to check-in and check-out users
• Create new sensor
• Display API key to user
• Update value of Enable HotSpot

How Legacy Permissions Work #

• They remain active for roles that already use them
• They do not appear in the new permission categories
• You can review them under “Legacy Permissions In Use”

Best Practices for Role Management #

• Assign users to the least permissive role needed
• Use default roles as a starting point, then customize
• Regularly review roles as your team grows
• Limit Admin access to trusted users only