roles - leads tab

The LEADS tab offers a complete view of roles within the Intake workspace. Administrators can define new lead roles using the Leads Role Creator, assigning permissions that reflect the responsibilities associated with each role. Existing lead roles can be modified to accommodate changes in lead management processes.

access the leads tab

To access the LEADS tab:

1. Log in to Neostella.
2. Open the Control Center.
3. Click Access.
4. Click Roles.
5. Click the LEADS tab.

leads tab dashboard

The LEADS includes the following components:

+ new lead role button

The + NEW LEAD ROLE button is used to create new project role records. Selecting this button opens the Lead Role Creator, where administrators define:

• Role Name.
• Description.
• User Type.
• Lead Type.
• Tags (if applicable).

This is the entry point for creating new project roles in Neostella.

lead roles creator

The Lead Role Creator is the creation panel for project role records. 

It opens after selecting + NEW LEAD ROLE or clicking on an existing lead. Within the Lead Role Creator, admins can:

• Create new lead role records.
• Edit existing lead roles.
• Assign the lead role to a specific User Type.
• Assign the lead role to a specific Lead Type.
• Review role metadata and activity information.

Changes made in the editor are reflected immediately in the Roles table.

toolbar

The toolbar in Roles provides tools to customize how role data is displayed and managed. From this area, admins can:

• Show or hide table columns.
• Apply filters to narrow results.
• Adjust row density to control visible data.
• Export the current view to a CSV file.
• Search for specific roles using the search bar.

These tools help administrators efficiently manage roles as the number of records grows.

roles table

The Roles table displays all role records as individual entries. Each row represents a single role.