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If you work with other people, you can invite them to join your Leads Portal and give each person the right level of access. You manage your team from inside your Leads Portal, in the Users area.

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Inviting someone

  1. Open your Leads Portal and go to Users.
  2. Click Invite User.
  3. Enter one or more email addresses (you can add up to 20 at once).
  4. Enter the person’s first name.
  5. Choose their role (see below).
  6. Optionally add a short message to include in the invitation email.
  7. Click Send Invite.
The Invite User dialog with email, name, role, and message fields
Each person receives an email with a link to join. They click it, set their own password, and they’re in.
The confirmation that invitations were sent
Your team list shows each person’s Name, Email, Role, and Status. Someone you’ve invited but who hasn’t joined yet shows as Invited; once they accept, they show as Active.

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Roles

A person’s role decides what they can see and do. The roles are:
  • Administrator: full control over everything, including your team and settings.
  • Sales Manager: can view and manage all leads and customer activity.
  • Sales Representative: can manage their own leads and activities.
  • Viewer: can view everything but can’t make changes.
You can rename any role to match how your team talks. Pick the smallest role that lets someone do their job, and you can change anyone’s role later from the same Users area.

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Changing or removing access

To change what someone can do, update their role in the Users list. To remove someone, remove them from the list. Their access ends right away, and the records they worked on stay in your Leads Portal.