Leadtosale

User management

  • Users are managed per account in Account settings > Users.
  • Click “Invite user”, enter their email address and choose a role. They’ll receive an email invite.
  • Invites expire after 7 days. You can resend or deactivate them under “Pending invites”.
  • You can change a user’s role or remove them from the Users table.
  • There are 3 permission levels available.
    1. Admin - can do everything in an account, including billing, payment methods and phone numbers.
    2. User - can do everything in an account except manage billing settings.
    3. Viewer - has view only access to an account.
  • Most users should be admins.
Users are managed per account in Account settings > Users. Click “Invite user”, enter their email address and choose a role. They’ll receive an email invite. Invites expire after 7 days. You can resend or deactivate them under “Pending invites”. You can change a user’s role or remove them from the Users table. There are 3 permission levels available. Admin - can do everything in an account, including billing, payment methods and phone numbers. User - can do everything in an account except manage billing settings. Viewer - has view only access to an account. Most users should be admins.