Account admins and managers invite people from Team, Users and teams.
Invite someone
- Press Invite someone.
- Type their Name and Email.
- Pick their Role and, if you use teams, their Team. See Roles: who sees which leads.
- Press Make invite link.
LeadVault emails them a link. It's also shown on the page, so you can send it another way. The link works once, for 7 days. They choose a password and they're in.
A manager can invite people to their own team only. An account admin can invite anyone, with any role.
Teams
At the bottom of Users and teams, account admins add, rename and delete teams. A manager on a team sees that team's leads. A team with people on it, or with a distribution rule giving it leads, can't be deleted until you move them.
Change or turn someone off
Open the person from Users and teams to change their role or team, send a new invite link, or set the new leads they take (see Lead distribution).
Turn off signs them out at once. You pick who gets their leads and open callbacks, or leave the leads unassigned. Their notes and history stay, and you can turn them back on later.
Billing
You pay for each active person. Turning someone off takes them off the next bill. See Billing and your plan.
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