Hey there!
First, please note that one user equals one seat, which equals to one email sender. 😊
Now, let's proceed with the steps to edit your team:
How to add a teammate:
To check the number of seats you have, please follow these steps:
In the bottom left corner click on your profile image
Then "Plans and Billing"
And finally "Manage plan"
4. Buy a seat for the new team member
Important to note:
You can add as many seats as you need, but please be aware that you'll be billed per seat.
To invite a user to your team, add their email address in the respective section. You can do this by simply clicking on "Invite user(s)"
You need to enter the email address of the person you are inviting. You can then choose if the person will be an active member or an inactive one.
Active member - they are able to run campaigns, check reports, billing information, so they will have full access and once they join your team a seat will automatically be assigned to them.
Inactive member - they will have limited access but they can check the reports of the campaigns.
The invited teammate will have to create a lemlist account and they will be able to find the invitation within the notification centre.
Please note that they will need to connect the email provider from their lemlist account.
How to remove a teammate:
To delete a user, follow these steps:
Navigate to "Cockpit"
Then "Manage team"
Choose the team under which you want to remove a user
Click on the name of the user you want to remove.
Click on the three dots and select "Remove user"
Here you can also check a quick video!
💡 lemlist tip:
Please remember to downgrade one seat otherwise you will keep being charged!
Please, keep in mind:
lemlist is a collaborative platform, meaning that each user has visibility and control over all campaigns and leads. You can manage everything from a single user account. Unless a user has a different role. Here you can find more info.
Please note that if a user joins or leaves a team, the campaigns will not be transferred.
You can also explore these related articles:
Have questions or need assistance? Our support team is here to help you every step of the way! You can contact us via chat like this ➡️ Contact Us for quick and reliable solutions. We’re just a message away!