How to Add Team Members

Add teammates to collaborate in LeadWire and assign the right level of access.

Steps

1. Open Team Members
   Go to Account Settings → click Team Members.
2. Create a New User
   Click Create User (top-right) to open the pop-up.
3. Fill in User Details
   • First Name
   • Last Name
   • Email
   • Phone
   • Role: Admin, User, Viewer, or Coupons
   • Account Switching (toggle): enable if the user should switch between sub-accounts (only if your account has sub-accounts)
4. Invite
   Click Create to send the invite and add the user.

Manage Existing Members

• Change Role: In Team Members, select a user, update their Role, then Save.
• Account Switching: Toggle on/off if the member should access sub-accounts (when available).

Notes

• Invited users receive an email to activate their account.
• Changes take effect after you Save in Team Members.
• If your account doesn’t use sub-accounts, leave Account Switching off.