Feature Overview
This feature allows admin users to configure and set new custom roles for users in Nexl, allowing them to assign permissions and capabilities more accurately based on the needs of users' roles.
Configuring Custom User Roles in the Admin Panel
Go to the Admin menu and select User Management
Navigate to the user management section.
Go to the Roles tab
Click + ADD ROLE
Choose the Base Role based on which the new custom role will be created. The custom role will inherit all the permissions of the base role. For now, only Individual Lawyer role can be selected as the Base Role. Provide a name and description for the role and click Save.
Enable or disable access to specific features and save the changes.
Then on the User tab, you will be able to assign this role to individual users.
Configuring Export Permissions
Starting from Q2 2025, there is a new role permission to give access to Export functions to users based on roles. This permissions will provide very granular export permissions to users on various lists. User Management Permissions can be used by the admins to control the level of access a role has to export data. If any export permissions are disabled, please get in touch with our team to enable the permissions.
Module / Section | User Management Permission |
📇 My Contacts | User mgt - export my contacts |
📇 All Contacts | User mgt - export all contacts |
🏢 My Companies | User mgt - export my companies |
🏢 All Companies | User mgt - export all companies |
📁 Company Lists (Workspace/App) | User mgt - export company lists |
📁 Contact Lists (Workspace/App) | User mgt - export contact lists |
📁 Generic Lists (Workspace/App) | User mgt - export generic lists |
📁 Key Activity Lists (Workspace/App) | User mgt - export key activity lists |
📁 Sent Campaign Recipients List | User mgt - export marketing lists |
📁 Opportunities List (Workspace/App) | User mgt - export opportunities |
📣 Campaigns (Sent) | User mgt - export marketing lists |
📣 Marketing Lists | User mgt - export marketing lists |
📣 Company Page | Generic: user mgt - export generic lists |
📣 Key Activities Module | User mgt - export All Activities |
📣 Referrals Module | User mgt - export referrals |
📣 My Lists Module | Generic: user mgt - export generic lists |
📣 All Opportunities Module | User mgt - export all opportunities |
Permissions & Access
Admin Users will have access to this feature through User Management.