Hi lemlister! 👋
Managing team roles and permissions effectively is crucial for a well-organized and optimized account. In this guide, we’ll walk you through how to set up and customize roles in lemlist, ensuring your team operates seamlessly.
What Are Roles and Permissions in lemlist?
Roles and permissions in lemlist are designed to provide flexibility for sales teams by allowing tailored access for different team members. This feature is part of the Enterprise plan and helps keep accounts structured while optimizing collaboration.
Step-by-Step Guide to Managing Roles
1. Access Plans & Billing
Start by navigating to the Plans & Billing section of your lemlist account.
2. Manage Roles
Click on Manage Roles to view the default roles and their associated permissions.
3. Explore Default Roles
lemlist provides default roles like Admin, Member, and Extern. These cannot be renamed, deleted, or edited. However, you can view their predefined permissions:
Admin: Full access to manage campaigns, edit integrations, and billing. 🛠️
Member: Limited access focused on campaign creation and management. ✨
Extern: Restricted access for external collaborators. 🔒
4. Create Custom Roles
To create custom roles:
Select Create Role and assign a name.
Choose the permissions you wish to include. Custom roles can be fully tailored to your team's needs.
5. Assign Roles
After creating roles, assign them to the appropriate team members by selecting their name and choosing a role from the dropdown menu.
Default Permissions Overview
Each role in lemlist comes with default permissions:
Feature | Admin | Member | Extern | Custom Role |
Create campaigns | ✅ | ✅ | ❌ | ✅ (customizable) |
Edit sending account limits | ✅ | ✅ | ❌ | ✅ (customizable) |
Edit integrations | ✅ | ✅ | ❌ | ✅ (customizable) |
Access and edit billing | ✅ | ❌ | ❌ | ✅ (customizable) |
Edit roles and permissions | ✅ | ❌ | ❌ | ❌ |
Important Notes 🛑
If you delete a role, members assigned to it will automatically be moved to the default Member role. 🔄
Changing to a non-Enterprise plan will revert all custom roles to the default Member role. ⚠️
Why Use Custom Roles?
Custom roles are ideal for:
Assigning specific tasks to team members.
Enhancing security by restricting access to sensitive information.
Streamlining workflows for large teams.
Need Help? 💁♀️
Still stuck? Contact our support team for assistance! 💬