Hey lemlisters!
Roles in lemlist allow you to control user access levels within your account.
Explore the available roles and their associated permission sets below.
Roles and Associated Permissions
Admin: Full access to all aspects of the accounts they are part of, with exclusive access to the cockpit menu.
Member: Access to everything except the billing section and cockpit. Members can invite other users to the team, but they cannot remove them or change their own role or the role of others.
Here is where the members can invite new users from:
Extern: Limited access; can only view their team's account report if they were granted password-less login when invited.
More details about externs here.
Choosing Roles:
You can select the user role right from the start when inviting a new user to your team:
Navigate to your Cockpit, then to the Manage Teams section.
Select the team under which you want to add a new user, and click on "Invite users," and a pop-up window will appear, enabling you to invite new users to your team.
From there, you have the option to invite a "regular" user as either an admin or member:
Or you can opt to create an extern user:
Please note that when inviting new users as admins/members, you have the ability to do so in bulk.
If you made a role selection error during the invitation process, you can rectify it later through your Cockpit:
Access your Cockpit, then Manage Teams.
Locate the user for whom you wish to modify the role.
Then, choose the new role you'd like to assign to them
Please be aware that once a user is designated as an extern, their role cannot be changed to a member or admin. To adjust their role, you'll need to remove the user from the team and re-invite them with the desired role.
Please refer to this Loom video for a detailed explanation of when and how you can modify user roles in your account:
Let us know if you need anything else!