Hey lemlisters!
User roles in lemlist help you manage account access and control user permissions effectively. Learn all about the available roles and their specific permission levels below.🚀
Roles and Permissions Explained🔑
Admin: Full access to all account features, including exclusive access to the Cockpit menu.
Member: Full access, except to the billing section and Cockpit.
Extern: Limited access, mainly to view the team's account report if password-less login is granted during the invitation. More details about externs here.
How to Assign Roles When Inviting New Users
You can easily assign roles when adding a new user to your lemlist team.
Step-by-Step Guide:
Access Your Cockpit: Go to the Cockpit and navigate to the "Manage Teams" section.
Select the Team: Choose the team for which you want to add a new user.
Invite Users: Click on "Invite users." A pop-up window will appear, allowing you to enter the new user's details and assign their role. 🖊️
You can invite a new user as either:
Active members (will be invited with the roles of Member)
inactive members (will be invited with the role of Admin)
You can invite members from the Plans&Billings section. Here you have an option to invite Externs.
Please note that when inviting new users as admins/members, you have the ability to do so in bulk. 📥
How to Modify User Roles After Invitation
If you've assigned the wrong role to a user, you can easily update it:
Access Your Cockpit: Go to Cockpit, then click on "Manage Teams."
Find the User: Locate the user whose role you need to modify.
Change Role: Select the new role to assign to the user.
❗Once a user is designated as an Extern, their role cannot be changed to Member or Admin. To change the role, you will need to remove the user from the team and re-invite them with the desired role.
Need Help? 🤝
We’re always here to help! Let us know if you have any questions or need further assistance.
Happy sending!