How to Add a Team Member in LeadsCrush

Adding team members to your LeadsCrush account is a simple and efficient way to collaborate with others while managing your campaigns and account.

Here’s a step-by-step guide on how to add a team member to your LeadsCrush account:

Click on the Profile Icon: To begin, click on the profile icon located at the top-right corner of your LeadsCrush dashboard.

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Choose "Team Member": After clicking the profile icon, a dropdown menu will appear. From this menu, select the Team Member option.

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Step 3: Add a New Team Member

Click the "+Add Member" Button: Once the "Team Member" page opens, you’ll see a highlighted +Add Member button located at the top-left corner of the page.

Click on this button to proceed with adding a new team member.

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Step 4: Assign Role and Permissions

Enter the Team Member's Details: A pop-up will appear where you can enter your team member's information, such as their name and email address.
Assign a Role: You can also assign a specific role to your team member based on the level of access you want to provide. This ensures they have the necessary permissions to manage specific areas of your account.

Step 5: Send Activation Email

Activation Link: After adding the team member, an activation link will be sent to their email address. This email will allow your team member to activate their account and gain access to the platform.

Step 6: Confirmation

Once your team member activates their account, they will have full access according to the role and permissions you've assigned. You can manage and adjust their access anytime through the "Team Member" section in your profile.