How To Manage Your Team

In this article, we will tell you more about how to manage your team on Leadscope.

If you manage 1 team, you can check the team info here:

Once clicked, it will open the screen shown below. Here you will be able to see all of your team members and their roles, and you can invite a new Team Member. If you want to see how you can invite a team member, please check this article.

From here, you will also be able to check the team members' statuses (whether they are active or invited and they did not accept the invite yet) and their roles:

You could change the roles of your team members from here as well, just click on the Edit button. If you want to know more about editing your team members, please click here.

On the tab Roles & permissions, you will have an overview of the 3 basic roles (owner, admin, and editor) and all of the Custom roles that you have created:

If you want to know more about how to assign roles, please click here.  And check this article to learn how to create a Custom role.

We hope this article was helpful!