This article will show you how to add or remove members from the LeadGenius Dashboard
As an admin to a team or multiple teams, you have a section accessible only to you, where you can invite or remove users to a team or teams. You can also update their current access to the Dashboard and the Extension. Follow the steps below
To Invite New User
- Go to Settings tab
- Select User Management
- Click on Invite Member
- Type the email address of the user to be invited and press the enter key.
You can enter multiple emails at a time. - Select the user role to provide to the new member
- Member
- Team Admin
- Select the teams the member should have access to
You can select multiple teams. - Select the access provided to the new member
- Campaign Access
- Extension Access
- Click on Invite
The new user will receive an email that will allow them to activate the account with a one-time password for their LeadGenius dashboard account.
To Remove User
- Go to the Settings tab
- Select User Management
- Tick the box next to the first name of the user that you want to be deleted
- You can select multiple users.
- Click on Remove Selected
- Before the user is removed you need to confirm if the user is to be Remove From Team or Remove and Deactivate the user.
- Click on Remove