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Inviting and Removing Users (Available to Admins Only)

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 Flow Extension. Follow the steps below

To Invite New User

  • Click on the avatar in the upper right-hand corner.
  • Click on Settings.
  • Select Users
  • Click on Invite Member
  • Type the email address of the user to be invited and press enter key after.
    You can enter multiple emails at a time.
  • Select the access provided to the new member
    • Team Admin Access
    • Campaign Access
    • Extention Access
  • Select the teams the member should have access to
    You can choose multiple teams.
  • 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

  • Click on the avatar in the upper right-hand corner.
  • Click on Settings.
  • Select Users
  • Click on Remove Selected remove_selected.png
  •  Before the user is removed you need to confirm if the user is to be Remove From Team or Remove and Deactivate the user. remove_user.png
  • Click on Remove