Add an account

To add an account, select the profile the account should belong to. If desired, you can select All Profiles to add the account to each profile.

  1. Sign in and from the account menu go to Team. The team page has a list of existing accounts.
  2. Select the + button to add an account. A modal with name, email address, and role appears.
  3. Add account details and select Add. The modal closes and an invitation email is sent to the new account holder to activate their account. 

Note account invites last 72 hours. If the account isn't activated within that time a new invite must be sent from the Team page. 

Roles

Account roles help manage basic permissions across the app. Team members can read and respond to messages, but only admins can add/edit profiles, sync integrations, and edit the Leadbox.

Owner

The account that first signed up for Leadferno is the owner. The owner creates the billing account and has access to all profiles. Only one account can have the owner role. 

At this time, ownership cannot be transferred.

Administrator

The admin role can make any edits that the owner can make in the profile they've been added. An admin in one profile cannot be a team member in another profile; however, admins must be added to new profiles to access them. 

Team member

Can view and respond to messages, but cannot see messages assigned to other team members. They can add personal shortcuts and get the embed code, but cannot edit team members, profiles, billing, or Leadbox settings.