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.
- Select the access provided to the new member
- Team Admin Access
- Campaign Access
- Extention Access
- Select the teams the member should have access to
- 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
- 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
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