Team Settings
Settings โ Team is where you manage the users in your workspace โ invite team members, assign roles, and control access.
Viewing Team Membersโ
Go to Settings โ Team to see all users in your workspace. Each row shows:
- Name and email
- Role
- Status (Active / Invited / Suspended)
- Last login date
Inviting a Team Memberโ
- Click Invite User.
- Enter the team member's email address.
- Select their Role.
- Click Send Invite.
The invited user receives an email with a link to set up their account. Until they accept, their status shows as "Invited".
User Rolesโ
LeadHub uses role-based access control. Available roles:
| Role | Permissions |
|---|---|
| Admin | Full access to all features and settings |
| Manager | Access to leads, pipelines, reports, and automations; cannot change billing or critical settings |
| Agent | Access to leads assigned to them; limited read access to shared data |
| Read Only | View-only access across the workspace |
The exact permissions per role may vary. Consult the role descriptions in the invite form for the current permission set.
Editing a Userโ
Click the edit icon on a user row to:
- Change their name
- Change their role
The user's email cannot be changed โ they must be re-invited with the new email.
Suspending a Userโ
Click Suspend on a user row to block their access without deleting their account. Suspended users cannot log in. Their lead assignments and history are preserved.
Removing a Userโ
Click Remove and confirm. The user account is deactivated. Their lead assignments remain intact (leads are not re-assigned automatically).
Resending an Inviteโ
If an invited user did not receive the email, click Resend Invite on their row.
Your Own Accountโ
To change your own name, password, or notification preferences, go to your Profile page (click your avatar in the top-right corner โ Profile).