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Manage agency roles and permissions

Discover lemlist's User Roles and Permissions for Controlled Access.

TL;DR

lemlist now supports two team roles: Admin and Member. To invite teammates, first select the correct team, then go to Settings > Billing & Users > Users. From there, you can invite users as a paying user or a free user. Takes 2–3 minutes.


Why This Matters

Roles control who can manage billing, edit team settings, and administer users. Using the right role helps protect sensitive settings and keeps your workspace organized.

The invitation flow also lets you choose whether someone should join as a paying user or a free user, so you can control both access and seat usage.


Key Concept: Roles vs. User Type

There are two different things to manage when adding someone to a team:

  • Role: What permissions they have inside the team.

    • Admin: Full access to billing, team management, and user management.

    • Member: Standard team access with fewer administrative permissions.

  • User type: How they are added to the team.

    • Add as paying user: Can access lemlist and use all features.

    • Add as free user: Can access lemlist but can't send campaigns.


Who Should Use This

  • Admins setting up team access

  • Managers inviting teammates to the right workspace

  • Anyone responsible for billing or user permissions

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

  1. Open the profile menu from the bottom-left corner, then use the team switcher to select the team you want to manage.

    Opening the profile menu and selecting the team to manage
  2. From the same profile menu, click Settings.

    Opening Settings from the profile menu
  3. In Team settings, click Billing & Users, open the Users tab, then click Invite user.

    Opening Billing and Users, switching to the Users tab, and clicking Invite user
  4. Enter the user's email address, then choose whether to Add as paying user or Add as free user.

    Choosing whether to add the invited user as a paying user or a free user

    ⚠️ The invite window lets you choose the user type first: paying user or free user. After the user is added, you can manage their role as Admin or Member from the Users list.

  5. Click Invite to send the invitation.


How You'll Know It Worked

  • ✓ The invited user appears in the Users list for your team.

  • ✓ The user receives an email invitation.

  • ✓ The team's used seat count updates correctly for paying users.

  • ✓ You can edit the user's role after they are added.


How to Change an Existing User's Role

  1. Go to Settings > Billing & Users > Users.

  2. Find the user whose role you want to update, then click the role dropdown.

    Opening the role dropdown for a user in the Users list
  3. Select Admin or Member.

    Selecting a new role from the role dropdown
  4. The change takes effect immediately.


Troubleshooting

User can't access billing

  • Cause: User is assigned the Member role.

  • Fix: Change their role to Admin.

Seat count didn't update after adding a user

  • Cause: User was invited as a free user.

  • Fix: Free users don't use a paid seat. If the user needs full access, invite them as a paying user.

User invited but can't log in

  • Cause: The user hasn't accepted the invitation email yet.

  • Fix: Send a new invite from Settings > Billing & Users > Users.

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