General Settings
This section covers everything you can configure inside the LeadHub admin panel — from your timezone to your team members to your API keys. Every setting described here is changed through your browser. No terminal required.
How to Get to Settings
After logging in, look at the left sidebar. Scroll down until you see the Settings group. All the pages below live inside that group.
General Settings
Go to Settings → General in the sidebar.
This page controls basic preferences for your workspace.
| Setting | What it does |
|---|---|
| Timezone | All dates and times across the app display in this timezone. Pick the timezone where your team works. |
| Date Format | Choose how dates look everywhere in the app. Options include YYYY-MM-DD, DD/MM/YYYY, MM/DD/YYYY, and more. |
| Language | Currently English only. More languages are planned for future releases. |
Click Save when done.
Tip: If your automations run at the wrong time, check this timezone setting first. It controls when scheduled events fire.
Team Settings (Team & Seats)
Go to Settings → Team & Seats in the sidebar.
This is where you manage everyone who has access to your LeadHub workspace.
Viewing Team Members
The page lists all current members with their name, email address, and role. You can see how many seats are in use and how many are available.
Inviting Someone
- Click the Invite Member button.
- Enter the person's email address.
- Choose a role (see roles explained below).
- Click Send Invitation.
The invited person receives an email with a link to set up their account. They do not need to do anything else — no manual account creation needed on your end.
Removing a Member
Find the person in the list and click the Remove button next to their name. You cannot remove yourself. The seat they were using becomes available immediately.
Seat Limits
Your plan includes a maximum number of seats. The page shows:
- Seats used — how many people are currently on your team
- Seats available — how many more people you can add
- Max seats — your plan limit
If you need more seats, contact your platform administrator (the person who set up LeadHub for you).
Roles Explained
When you invite someone, you pick a role. The role controls what they can see and do.
Super Admin
The highest level. Super Admins can do everything Admins can do, plus they have access to the Super Admin panel — a separate area that controls all workspaces on the platform. Only give this role to people who manage the entire platform.
Admin
Full access to everything inside the workspace: all leads, all settings, all reports, all team members. Use this for your most trusted team leaders.
Manager
Can work with leads, view reports, and access a limited set of settings. Cannot change security settings or manage team members. Good for team leads who need visibility without full control.
Agent
Can view and manage leads that are assigned to them. Has access to basic features like adding notes and updating lead status. Cannot see other agents' leads or access settings. Good for your sales reps.
Viewer
Read-only access. Can see leads and reports but cannot make any changes. Good for executives or stakeholders who want visibility without the ability to accidentally change anything.
Notification Preferences
Go to Settings → Notifications in the sidebar.
Each person on your team sets their own notification preferences. Changes here only affect the account you are logged in with.
What Events Can Trigger Notifications
| Event | When it fires |
|---|---|
| New Lead Received | A new lead arrives in your workspace |
| Lead Assigned to Me | A lead gets assigned to your account |
| Lead Moved to Stage | A lead changes pipeline stage |
| Automation Triggered | An automation runs on a lead |
| Integration Sync Failed | A connected service (like Facebook or Google Ads) stops working |
| Export Ready | Your exported CSV file is ready to download |
| Team Mention in Note | Someone tags you in a lead note |
Notification Channels
For each event, you can choose how (or whether) to be notified:
- In-App — A small notification bell in the top bar lights up. You see it when you are logged in.
- Email — Sends an email to your address. You can choose:
- Immediate — Email sent right away when the event happens
- Hourly Digest — All notifications from the last hour bundled into one email
- Off — No email for this event
- Push (Browser) — Your browser shows a popup notification even when you are on a different tab. Your browser will ask for permission the first time.
To change a setting, click the toggle or dropdown next to each event/channel combination, then click Save Preferences.
Security Settings
Go to Settings → Security in the sidebar.
Only Admins and Super Admins can access this page.
Enforce Two-Factor Authentication (2FA)
Turn this toggle on to require every person in your workspace to set up 2FA before they can use the app. Anyone who has not set up 2FA yet will be redirected to the setup page every time they log in, until they complete it.
2FA uses an authenticator app (like Google Authenticator or Authy) to generate a one-time code.
Session Lifetime
How many minutes a user can be inactive before they are automatically logged out. Default is 120 minutes (2 hours). You can set this anywhere from 15 minutes to 30 days.
Max Failed Login Attempts
If someone enters the wrong password this many times in a row, their account is temporarily locked. Default is 5 attempts.
Lockout Duration
How long (in minutes) an account stays locked after too many failed login attempts. Default is 15 minutes. After this time, the person can try again.
IP Whitelist
You can restrict admin panel access to specific IP addresses. Only people connecting from a listed IP can log in. Leave this empty to allow logins from any IP address.
Enter each IP address and press Enter to add it. Both IPv4 and IPv6 addresses are supported.
Warning: If you add your IP here and then switch networks, you will lock yourself out. Only use this if you are sure of your IP addresses.
Click Save after making changes.
Sessions Page
Go to Settings → Active Sessions in the sidebar.
This page shows every device and browser that is currently logged into your account.
Each session shows:
- The browser and operating system
- The IP address
- When it was last active
Revoking a Session
If you see a session you do not recognize (maybe you forgot to log out somewhere, or you suspect unauthorized access), click Revoke next to it. That session is immediately logged out. You cannot revoke the session you are currently using.
To log out every other device at once, click Revoke All Other Sessions.
API Keys
Go to Settings → API Keys in the sidebar.
API keys let external tools (like Zapier, custom code, or other apps) connect to your LeadHub data.
Creating an API Key
- Click New API Key.
- Give it a descriptive name — for example, "Zapier Integration" or "Website Contact Form".
- Choose the permissions (scopes) this key needs. Only give it what it actually needs.
- Optionally set an expiry date. Leave blank for no expiry.
- Click Create.
- Copy the key immediately. The full key is only shown once. If you miss it, you will need to delete this key and create a new one.
Available Scopes (Permissions)
| Scope | What it allows |
|---|---|
read:leads | View leads |
write:leads | Create and update leads |
delete:leads | Delete leads |
read:pipelines | View pipelines and stages |
write:pipelines | Create and update pipelines |
read:tags | View tags |
write:tags | Create and update tags |
read:users | View team members |
write:users | Create and update team members |
delete:users | Delete team members |
read:forms | View forms |
write:forms | Create, update, and submit forms |
delete:forms | Delete forms |
read:automations | View automations |
write:automations | Create and update automations |
delete:automations | Delete automations |
read:integrations | View integrations |
write:integrations | Create, update, and delete integrations |
If you leave scopes empty when creating a key, the key gets all permissions. For security, it is better to only select what each key actually needs.
Revoking an API Key
Find the key in the list and click Revoke. The key stops working immediately. This cannot be undone — if you need access again, create a new key.
Queue & Workers Status
Go to Settings → Queue & Workers in the sidebar.
This page shows the technical status of LeadHub's background job system. Background jobs handle things like sending emails, running automations, and processing webhooks.
The page shows:
- Queue Driver — What system processes background jobs. On shared hosting this is typically
databaseorsync. On a VPS it might beredis. - Processing Info — Whether jobs are being processed, and by what mechanism.
You do not need to manage workers manually. On shared hosting, the
cron.phpfile handles job processing automatically. On a VPS or dedicated server, your system administrator sets this up.
If automations are not running or emails are not sending, this page is a good first place to check.
Storage Settings
Go to Settings → Storage in the sidebar.
This controls where LeadHub stores uploaded files — things like your logo, uploaded lead attachments, and exported CSVs.
Local Storage (Default)
Files are saved on the same server LeadHub is installed on. This works out of the box with no extra configuration. Good for most setups.
S3-Compatible Storage
If you want files stored in the cloud, you can use any S3-compatible service:
- Amazon S3
- DigitalOcean Spaces
- MinIO (self-hosted)
- Cloudflare R2
- Backblaze B2
To switch to S3, select S3-Compatible from the Storage Disk dropdown and fill in:
| Field | Where to find it |
|---|---|
| S3 Key | Your access key ID from your storage provider |
| S3 Secret | Your secret access key (treated as a password) |
| S3 Region | The region your bucket is in (e.g. us-east-1) |
| S3 Bucket | The name of your bucket |
| S3 Endpoint | Only needed for non-AWS providers (e.g. https://nyc3.digitaloceanspaces.com) |
Click Save when done. Existing local files are not automatically moved — new uploads will use the new storage location.