ProfileRoles & accessAssignments Owned recordsDevices & sessionsActivity
Start offboarding

Roles & scope

Roles grant permissions; scope decides which records those permissions reach
Lead Manager Report Viewer Add role
Record scope
Own branch — Kochi
Lead visibility
Own team (14 users)
Document vault
Categories: Passport, KYC, Contract
Masked numbers
Reveal allowed — logged
Export
Allowed, max 500 rows/day

Owned records

What would need a new owner if this user left today
Record typeCountOldestHandover to
Leads31204 Jan 2026—
Candidates9622 Feb 2026—
Follow-up reminders41Today—
Vacancies (owner)711 Mar 2026—
PN

Priya Nair

Lead Manager · Kochi
Active
Last login
Today, 09:12
2FA
On
Sessions
2 active
WhatsApp
+91 98470 •••12

Devices & sessions

Chrome — macOS
Kochi · current session
Now
HRMS Android app
Last seen 2h ago