--- title: "Global Site Settings: Leads, Permissions, and Compliance" description: "A complete reference for Sierra Interactive's Global Site Settings: lead registration, agent permissions, opt-out consent, accessibility, and SEO meta fields." image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en) 3. [Lead Routing & Permissions](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-routing-permissions) September 17, 2026 # Global Site Settings: Leads, Permissions, and Compliance ## A reference guide to every setting in Sierra Interactive's Global Site Settings, covering lead registration, agent permissions, consent messaging, and SEO fields. ### Summary Global Site Settings control how leads register on your website, how lead notifications are sent to your agents, and which permissions Agent-level and Lender-level users have in your account. This article explains each setting so you can configure your website, lead routing, and user permissions with confidence. ### Table of Contents 1. [Why This Feature Matters](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#why) 2. [Global Site Settings Overview](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#overview) 1. [Contact Info Display](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#contact) 2. [Lead Distribution](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#distribution) 3. [Agent Permissions](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#agent-permissions) 4. [Lead Opt-In and Consent](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#lead-opt-in) 5. [Registration Requirements](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#registration-re) 6. [Registration Settings](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#registration-set) 7. [Social Registration Requirements](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#social-reg) 8. [Phone Number Requirement](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#phone) 9. [Denote Required Fields](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#denote) 10. [Partial Forms](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#partial) 11. [Accessibility Widget](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#access) 12. [E-Alerts and Market Updates](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#ealert) 13. [Global Site Meta Tags](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#meta) 14. [Global JavaScript and Embed Codes for Agent Sites](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#java) 3. [Best Practices](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#best) 4. [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#issues) 5. [FAQs](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#faqs) --- ### Why This Feature Matters Global Site Settings influence the experience your site visitors have, the quality of information your team receives, and the workflows your agents rely on every day. These settings impact lead conversion, compliance, account security, and automation. Understanding each setting ensures that your team uses Sierra in a way that supports your business goals. [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) --- ### Global Site Settings Overview The following sections outline each Global Site Setting, what it does, and how it affects your website experience, lead workflows, and team access. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-36-35-7925-PM.png?width=287&height=353&name=image-png-Jun-16-2026-04-36-35-7925-PM.png) [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) #### **Contact Info Display** - **Default New Listings Email Alert Subject**Sets the default subject line for new listings email alerts sent to leads. - **Contact Us Text**Displays your chosen contact message or phone number in the Contact Us area of your website. #### **Lead Distribution** - **Actionable Window Start Time and Actionable Window End Time**Defines the timeframe during which agents can receive claim and pass notifications for new leads. This window also controls when **automated messages** can be sent, including Fully Automated Action Plans (FAAPs) and auto-send text messages triggered by Lead Routing Rules. Messages and notifications are only delivered during the configured window. To remain compliant with messaging regulations, set this window between **8:00 AM and 9:00 PM.** - **Include lead contact info in the notification to agents**If set to No, notifications hide the lead’s phone number and email address until the agent claims the lead. This helps maintain fair lead distribution. - **Enable Lead Registration on the Following Contact Form Types**Determines which form submissions should automatically create new leads in the CRM. Options include: - Contact Request - Contact Request (Sellers) - Contact Request (Buyers) - Mortgage Pre-Qualification - Careers - Free Market Analysis - Personalized Home Search - If a form is checked, submitting it creates a lead and routes it using your lead distribution rules. **⚠️Important:** The **“Email Me” contact form on Agent Profile pages does not create leads**. While it appears similar to other contact forms, it functions as a secure replacement for displaying an agent’s email address publicly. Messages submitted through this form are sent directly to the agent but are **not captured in the CRM**. This design helps protect agents from spam and bad actors scraping email addresses, and there is currently **no setting to enable lead capture** for this form. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-39-04-4844-PM.png?width=670&height=268&name=image-png-Jun-16-2026-04-39-04-4844-PM.png) #### **Agent Permissions** These settings control what Agent-level and Lender-level users can do in your Sierra account. - Allow Agent-Level Users to Export Their Own Leads - Allow Agent-Level Users to Assign Tasks to Manager-Level Users - Allow Agent and Lender Users to Re-Assign Leads - Allow Agent-level User to Re-Assign Lender - Allow Agent and Lender Users to See Leads Assigned to Other Users in Lead Quick Search Results - Allow Agent-Level Users to Disable Smart Filter Visibility for Other Agent-Level Users - Allow Agent and Lender-Level Users to Manually Stop, Pause, and Resume an Action Plan Without Adding a Note - Allow Agent-level Users to View the Dialer Dashboard - Allow Agent-level and Lender-level Users to View Completed Tasks and Tasks Due in Future Each permission provides additional flexibility or control for day-to-day lead management and task workflows. ![](https://help.sierrainteractive.com/hs-fs/hubfs/undefined-Jun-16-2026-04-39-41-5144-PM.png?width=670&height=292&name=undefined-Jun-16-2026-04-39-41-5144-PM.png) [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) #### **Lead Opt-In and Consent** These settings can only be modified by the Primary Manager. - **Opt-Out Message**When you send an automated or mass text to a lead for the first time from a non-exempted source, Sierra appends an opt-out message. The Primary Manager can customize the text, but it must end with: reply STOP to cancel The Office Name is pulled from your Account Contact Settings. - **Opt-Out Behavior**This message is also appended to later automated or mass messages unless the lead has engaged in a conversation in the last 30 days. - **Exempted Sources**In some cases, the opt-out message may not be appended based on how the lead was originally sourced and the consent signal provided at the time of registration. These rules are managed to align with messaging compliance standards and third-party platform requirements. If you believe an opt-out message should or should not be applying to a specific lead source, [contact Sierra Support](https://help.sierrainteractive.com/helpcenter/your-support-experience-with-sierra-interactive?hsLang=en) for review. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-40-35-2850-PM.png?width=670&height=320&name=image-png-Jun-16-2026-04-40-35-2850-PM.png) #### **Registration Requirement** - **Registration Requirement on Pay-Per-Click Traffic**Recommended setting for PPC performance is Required with 0 views. This forces registration immediately. - **Registration Requirement on All Other Traffic**Choose how many listing detail views a visitor can see before registration is required. Common example: Require on All Listings with 4 views. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-41-16-6084-PM.png?width=670&height=271&name=image-png-Jun-16-2026-04-41-16-6084-PM.png) [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) #### **Registration Settings** - **Display Currently working with one of our agents drop-down on registration form**Shows a dropdown for users to indicate if they already work with someone. - **Display Currently working with an agent If so, who text input**Adds a free-text field for users to name their agent. - **Use Phone Number as Password on Registration Form**Simplifies login by using the lead’s phone number as their password. - **Include Password Field on Registration and Login Form**Adds a standard password field to registration and login. - **Photo Gating on Search Results for Pay-Per-Click Traffic**Hides listing photos in search results. Leads must visit the listing detail page to see images. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-42-02-6441-PM.png?width=670&height=291&name=image-png-Jun-16-2026-04-42-02-6441-PM.png) [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) #### **Social Registration Settings** - **Display request for user phone number upon successful social registration**Choose whether to request the phone number after Google registration. Options: Optional, Required, No - **Display Currently working with one of our agents drop-down upon successful social registration**Adds this question after social registration. - **Display Currently working with an agent If so, who text input upon successful social registration**Adds a free-text field for agent attribution. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-42-55-0035-PM.png?width=670&height=138&name=image-png-Jun-16-2026-04-42-55-0035-PM.png) #### **Phone Number Requirement** Controls when a phone number is required for form submissions. Applies to: - Schedule Showing and Request More Info - Property Tracker Registration - Other Site Contact Forms You can restrict to US and Canada phone numbers or allow international phone numbers. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-43-29-5300-PM.png?width=670&height=201&name=image-png-Jun-16-2026-04-43-29-5300-PM.png) #### **Denote Required Fields** - **Display asterisks for required fields on forms**Shows or hides red asterisks on required form fields. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-44-11-1452-PM.png?width=670&height=101&name=image-png-Jun-16-2026-04-44-11-1452-PM.png) [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) #### **Partial Forms** - **Partial Contact Forms**Allows visitors to submit only their email address. Enabling this overrides the Phone Number Requirement settings. - **Seller Lead Partial Information Capture**Captures home address information even when the seller lead form is abandoned. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-44-44-2419-PM.png?width=670&height=174&name=image-png-Jun-16-2026-04-44-44-2419-PM.png) #### **Accessibility Widget** These settings are controlled by the Primary Manager. - **Display Accessibility Widget on Your Site**Adds an accessibility icon to your website. - **Placement and Position**Choose where the widget displays on the page. - **Icon Type and Size**Customize the visual style of the widget. - **Enable or Disable Focus Indicator**The Focus Indicator adds a blue outline to improve accessibility for visually impaired users. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-45-32-4540-PM.png?width=670&height=241&name=image-png-Jun-16-2026-04-45-32-4540-PM.png) #### **E-Alerts and Market Updates** - **Default Exact Match Behavior**Determines how exact match rules apply when sending automated market updates and e-alerts. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-46-06-9633-PM.png?width=670&height=79&name=image-png-Jun-16-2026-04-46-06-9633-PM.png) [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) #### **Global Site Meta-Tags** - **Meta Title**The SEO title for your website. - **Meta Keywords**A list of keywords associated with your site's content. - **Meta Description**A short description displayed in search engine results. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-47-26-1285-PM.png?width=670&height=264&name=image-png-Jun-16-2026-04-47-26-1285-PM.png) #### **Global JavaScript and Embed Codes for Agent Sites** Allows you to add JavaScript, CSS, or tracking code across all agent sites. You may insert code: - In the document head - After the body tag opens - Before the body tag closes You may also include the main site’s JavaScript and CSS by enabling the checkbox. ![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-16-2026-04-48-12-9045-PM.png?width=670&height=542&name=image-png-Jun-16-2026-04-48-12-9045-PM.png) [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) --- ### Best Practices - Work with your Primary Manager before changing lead registration, consent, or accessibility settings. - Keep PPC-related settings at recommended defaults unless advised by Sierra or your marketing provider. - Review Agent Permissions regularly to ensure security and workflow alignment. - Use Partial Forms only when your strategy prioritizes lead volume over complete contact information. - Add JavaScript only when necessary and with developer support. [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) --- ### Troubleshooting Common Issues - **Leads are submitting without phone numbers**Partial Forms or International Phone Number settings may be enabled. - **Agents cannot see lead contact information**Check the setting Include lead contact info in the notification to agents. - **Registration is not triggering soon enough**Review your Registration Requirement settings for PPC and other traffic. - **Agents cannot reassign a lead**Verify the corresponding Agent Permission setting. - **Opt-out message is missing**The lead may originate from an exempted source. [back to the top](https://help.sierrainteractive.com/helpcenter/global-site-settings-in-sierra-configuration-for-leads-permissions-and-compliance#top) --- ### FAQs - **Who can access Global Site Settings**Primary Managers and Managers. - **Who can modify Lead Opt-In and Consent settings**Only the Primary Manager. - **Does enabling Partial Forms reduce lead quality**It may. Use this setting only when capturing more leads is the priority. - **Do Meta Tags affect SEO**Yes. These fields influence your visibility in search engines. - **Will JavaScript changes affect my site**Yes. Use caution and consult with a developer if needed. 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