LeadSimple

Learn how to onboard new users into LeadSimple

How to Introduce New Users to LeadSimple

Here's how to add new users to your company account.

Adding New Users

Learn how to manage user permissions as an admin user!

Managing User Permissions for Pipelines & Processes

Learn how to manage multiple teams in LeadSimple.

Managing Multiple Teams

Learn how to give user(s) permission to processes and how you can limit their permissions.

User Permissions for Processes

Learn how to delete users from your company account.

Deleting Users

Learn how you can restrict users' access to certain lead pipelines and settings.

Can I limit other users' access to certain pipelines/settings?

Learn why you sometimes can't @mention another user in a Note on a lead/process/conversation, and how you can change that.

What does "Sorry, no other users can see this" mean and how do I change that?

Alexa Roeper

Managing Users & Permissions

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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