TL;DR
lemlist offers three main roles: Admin (full access), Member (full access except billing), and Extern (view-only). You can now invite team members and external users directly from Plans & billing, including as paid seats, guest seats, or with an invite link. You can still update roles later from Manage teams. Takes 2-3 minutes.
Why This Matters
Agency roles control who can send campaigns, manage billing, and access sensitive team settings. Assigning the right role prevents accidental changes, protects billing information, and keeps your workspace organized.
Using roles strategically helps agencies give clients visibility without exposing backend settings, and lets managers oversee campaigns without needing a paid seat.
Key Concept: The Three Agency Roles
lemlist offers three permission levels:
Admin: Full access to all features including billing, team management, and campaigns. Can invite, remove, and change roles for other users. Requires a paid seat unless invited as a guest seat.
Member: Full access to campaigns, reports, and settings, but cannot access billing. Ideal for team members who send emails but don't need admin control. Requires a paid seat.
Extern: Limited, view-only access. Can see reports if granted password-less login during invitation. Requires an external user invite. Perfect for clients or stakeholders who need visibility without sending campaigns.
Email Pro and Multichannel Expert allow up to 5 guest seats. Enterprise plans allow unlimited guest seats.
Who Should Use This
Admins setting up team structures and assigning permissions
Agency owners managing multiple client accounts with different access levels
Operations managers controlling who can access billing, campaigns, and team settings
If you're not an Admin or don't manage user permissions, this article may not be relevant to you.
Step-by-Step Guide
How to Invite New Users from Plans & Billing
Open the workspace switcher from the bottom-left corner and select the team you want to manage.
From the same bottom-left menu, click Plans & billing.
On the Billing page, click Invite user.
Enter the user's email address.
Choose how they should be added:
Add as paying seats: The user is added as a paid seat and can use all lemlist features.
Add as guest: The user can access lemlist but can't send campaigns.
Then click Invite. The user receives an email invitation.
If you prefer, click Invite with link to generate a shareable invitation link instead of sending the invite by email.
How to Invite External Users
From Plans & billing, click the dropdown arrow next to Invite user, then select Invite external users.
Complete the invitation for the external user.
How You'll Know It Worked
✓ The user appears in your team with the correct access level.
✓ The user receives an email invitation or can join through the invite link.
✓ Admins can access billing and all team settings.
✓ Members can access campaigns and reports but not billing.
✓ Externs can only view reports (if granted password-less login).
✓ Seat count updates correctly for paid seats.
How to Change an Existing User's Role
Go to Plans & Billing
Find the user whose role you want to change.
Click the role dropdown next to the user's name, then select the new role (Admin, Member, or Extern).
The change takes effect immediately.
⚠️ Once a user is designated as an Extern, their role cannot be changed to Member or Admin. You must remove the user from the team and re-invite them with the desired role.
Troubleshooting
User can't access billing
Cause: User is assigned the Member role.
Fix: Change their role to Admin.
Can't change an Extern's role
Cause: Externs cannot be upgraded once assigned that role.
Fix: Remove the user from the team and re-invite them as Admin or Member.
Seat count didn't update after adding a user
Cause: User was invited as a guest.
Fix: Guest seats don't require paid seats. If the user needs full access for day-to-day work, invite them as a paying seat and assign the appropriate role.
User invited but can't log in
Cause: The user hasn't accepted the invitation email or used the invite link yet.
Fix: Send a new invite from Plans & billing or share a fresh invite link.