Getting started
Invite teammates and control access
Give teammates the right workspace role and feature permissions without sharing credentials.
Availability depends on your plan, permissions, and connected channels.
Before you start
What you’ll need
- Workspace owner or team-management permission
Step by step
Follow the workflow
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1
Open Settings
Go to Settings and select the Team section. Only users with sufficient workspace permissions can manage teammates.
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2
Enter the teammate’s email
Use their work email address so the invitation reaches the account they will use in Leado.
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3
Choose a role
Select the role that matches the teammate’s responsibilities. Use the least access needed for their work.
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4
Set feature access
Keep or clear access for individual product areas. Publishing permissions should be limited to people authorized to send or launch campaigns.
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5
Send and verify the invitation
Send the invite, then confirm its status in Users. You can update the role or feature access later.
Good to know
Important notes
Note
Never share an owner login. Individual accounts make approvals and changes easier to audit.
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