Team Invitations & Roles

Looking to add your team to Leadsie? Find out how team invitations work and what the different user levels (Manager, User, Viewer) mean.

How Team Invitations work

By accessing your team settings, you'll be able to see everyone who's currently in your team and create invitation links to add new team members.

What are the differences between Viewer, User and Manager user roles?

	Viewer	User	Manager
View Requests & Connections	✅	✅	✅
Manage, Create & View Requests	❌	✅	✅
Change Agency Settings (e.g. connected accounts)	❌	✅	✅
Invite and remove team members	❌	❌	✅

How can I remove a team member?

Simply click "Remove" and confirm that you want to remove the person from the agency. Note, only "Managers" can remove users and there always has to be one manager remaining on the agency.

How can I change a team members' access level?

Simply select the new user level (1) and click "Update Access Levels" (2).

How can I create a team invitation?

Select the user level (1), then click "Create Invitation". Invitations are valid for 7 days, although you can extend them to be valid forever (click "Show all invitations" and select "extend forever").

Can I disable a team invitation link I created?

Sure! Just click on "Show all invitations" and click "invalidate". The link will be deactivated.

Any questions? Just get in touch!