TL;DR

lemlist offers three main roles: Admin (full access including Cockpit), Member (full access except billing and Cockpit), and Extern (view-only). Assign roles when inviting users or change them later from Cockpit → 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 Cockpit, 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 or Cockpit. 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. Require a paid seat. 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 the Cockpit

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 Assign Roles When Inviting New Users

Go to Cockpit from the user menu (bottom-left), then open Manage teams and select the team you want to add a user to.
Click Invite users.
Enter the new user's email address, then choose how they should be added:
- Add as paying seats: The user is added as a paid seat.
- Add as guest: The user is added as a guest seat (no paid seat required, depending on your plan).
Then click Invite. The user receives an email invitation.

💡 You can also invite Externs from Plans & Billing by selecting the Extern option during invitation.

How You'll Know It Worked

✓ The user appears in Cockpit → Manage Teams with the correct role displayed.
✓ The user receives an email invitation and can log in after accepting.
✓ Admins can access Cockpit, billing, and all team settings.
✓ Members can access campaigns and reports but not billing or Cockpit.
✓ Externs can only view reports (if granted password-less login).
✓ Seat count updates correctly for paid roles.

How to Change an Existing User's Role

Go to Cockpit → Manage Teams.
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.

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.
Fix: Resend the invite from Cockpit → Manage Teams by clicking the three dots next to the user's name.