This guide explains how to add new users, assign roles, and manage user access in your LeadCenter.ai account.

1. Before You Begin

Before adding a new user, make sure your account includes an available license. Each user requires a separate license to access LeadCenter.

2. Accessing the User Management Page

To view and manage users:

1. Click your name in the upper-right corner of the screen.
2. Select Settings.
3. Under the Basic Settings tab, scroll down and click Users.

This opens the Users Page, where you can:

• View all current users with system access.
• Check each user’s role and status (active or inactive).
• Add, edit, or deactivate users.

3. Adding a New User

To add a new user:

1. Click the New User button (green and white) in the upper-right corner.
2. Enter the user’s details:
   • Name (e.g., Chris Smith)
   • Email Address (e.g., chris@leadcenter.ai) The email address serves as the username for login.
3. Select the User Role (see roles below).
4. Click Save to create the account.

The new user will receive a system email with setup and login instructions.

4. Understanding User Roles

LeadCenter.ai includes four user roles with different permission levels:

1. Owner

• Automatically assigned to the first user who created the account.
• Has full access to all system functions and settings.
• Cannot be deactivated or removed.
• Profile information can only be updated by logging into the owner’s account.

2. Admin

• Has full access to all LeadCenter features, similar to the owner.
• Can manage users, settings, and reports.
• Can be deactivated if necessary.

3. Editor

• Has access to the Sales Dashboard and operational tools.
• Cannot access the Marketing Dashboard or change company-level settings.
• Can configure personal calendar settings and connect email accounts.
• Cannot view or manage company/advisor commission data in reports.

4. Limited

• Has access only to leads and contacts assigned to them.
• Cannot view or edit other users’ leads.
• Ideal for external scheduling teams or assistants who should have restricted visibility.

5. Managing Existing Users

From the Users Page, you can:

Edit User Details

• Click Edit next to a user’s name.
• Update their title, permissions, or role.
• Click Save to apply changes.

Deactivate a User

• Click the menu icon next to the user’s name.
• Select Deactivate.
• The user will immediately lose access to LeadCenter.

To view deactivated users, scroll to the Deactivated Users section or use the filters to toggle between:

• Active Users
• Deactivated Users
• All Users

Reactivate a User

• Locate the user under Deactivated Users.
• Click Reactivate to restore access.

6. Viewing Authentication Details

The user list also displays each person’s authentication method, such as:

• Username and Password
• Two-Factor Authentication (2FA)

This helps administrators verify which users are using secure login methods.

7. Summary

By properly managing user roles and permissions, you ensure secure and efficient collaboration across your organization in LeadCenter.ai.

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