Inviting and Removing Users (Available to Admins Only)

Angel Almaida
Angel Almaida
  • Updated

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