Manage team members

Managing team members can only be done by Admins, while all other team members can view the list of team members. The list of team members may be sorted by state (active or inactive) and type (partner or not). 

To access the Team screen, use the account menu under the upper right icon with your initials.

Add a team member

To add a team member or user 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 (upper right) and go to Team. The Team page has a list of existing team members.
  2. Select the orange + button to add a new team member. A modal with name, email address, and role fields appear. User role types are explained below.
  3. Add the account details and select Add. The modal closes and an invitation email is sent to the new account holder to activate their account.  

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

Deactivate a team member

If you need to deactivate a team member, please do the following: 

  1. Sign in and from the account menu (upper right) and go to Team. The Team page has a list of existing team members.
  2. Open the team member details by select the edit icon (pencil). A modal with name, email address, and role fields appear.
  3. Select the Deactivate User link to deactivate the team member. The modal closes and the team member will not be able to sign in to their account anymore. 

Read more about how to reactivate team members.

Note that the contacts, conversations, and other actions performed by the deactivated account will continue to appear in the App to keep history. Also, an admin should search for assigned conversations and transfer them to unassigned or to another team member. 

User Roles

User 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, add/edit users, edit auto replies, and edit the Leadbox.

Owner

The user account that first signed up for Leadferno is the owner. The owner creates the billing account and has access to all profiles and settings. Only one account can have the owner role and is an Admin level by default. At this time, ownership cannot be transferred.

Admin

The admin role has access to all settings and conversations, no matter who they are assigned to. 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

The team member role can view and respond to messages. They can see new leads (Unassigned) and messages assigned to them (Me tab), 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. 

Partner

When signing up, if it is from a partner referral, the agency partner will get Admin access to Leadferno via their own account. You'll see the partner users on your Team screen, but will not be able to remove them. Customers can switch partners from Admin to Read only if desired. Changing a single partner user will update all other partner users with the same level of access.