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I created a role with access admin settings permissions along with restricted access for all modules. Users having this role are unable to perform the action ‘Send email to lead’ in workflows. The page keeps loading. How can this be resolve

Modified on: Thu, 23 Apr, 2020 at 11:08 AM


This happens if the new role created has been cloned from a restricted user role. As a best practice, clone a higher role like account admin and provide restricted access for all modules. However, grant access to manage workflows alone.


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I created a role with access admin settings permissions along with restricted access for all modules. Users having this role are unable to perform the action ‘Send email to lead’ in workflows. The page keeps loading. How can this be resolve

Modified on: Thu, 23 Apr, 2020 at 11:08 AM


This happens if the new role created has been cloned from a restricted user role. As a best practice, clone a higher role like account admin and provide restricted access for all modules. However, grant access to manage workflows alone.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial