Build your team in Lead Companion

Create team accounts and assign roles.

Lead Companion team management interface showing navigation menu, invite new member button, and teammate invitation modal with email fields for Admin, Editor, and Viewer role assignments

Only organization “Admin” roles can create additional user accounts and define roles.

Steps to take

  1. Open the Desktop App in your browser, on your computer

  2. Go to “Organization members” in the menu bar

  3. Click on “Invite new member” (top right)

  4. Add email address(es) and define the role(s)

  5. Click “Send invite” (they will receive an email)