Add your team: roles, invites and seats
Send someone an invite link, watch them take a seat, and know what each role can do and what happens when the seats run out.
On the Team plan.
Before you start
- Your store is set up. Set up your organization
- You are the Sponsor, an Admin or a Team Leader. Nobody else sees the invite area.
A phone showing the Organizations screen. An address is typed into Invitee Email, Generate Invite Link produces a link, Copy Link copies it, the invite then reads Used and the seats line fills up, and the last seat triggers the member-limit warning beside the Sponsor’s Buy Seats button.
Organization Details
Worksheet Settings
Open Worksheet SettingsTeam Invites
Generate Invite Link
Create a secure invite link for a team member. The link expires in 7 days and can only be used once.
Seats used: 4 of 5
Your organization has reached its member limit (5 seats). You can't generate new invite links until you remove a member or increase your plan.
Invitee Email
Invite Link Generated
https://leadmanager.ca/app/?invite=8f3c1d…
Copy LinkActive Invites
Everyone on your team gets in the same way: you send them a link, they open it, and they take one of your seats.
Steps
Generate an invite
Under Team Invites, type their address into Invitee Email and tap Generate Invite Link.
Send them the link
Tap Copy Link and send the whole thing to them. It works once, and it expires after seven days.
Watch the seat fill
When they sign in through the link they join your store. The invite moves to Used and the seats line goes up by one.
Add seats when they run out
With every seat taken the app stops making links and says so. The Sponsor taps Buy Seats on the Total Members row to add more.
What each role can do
| Role | What they can do |
|---|---|
| Sponsor | Owns the plan. Edits the store, sends invites, changes anyone’s role, removes members, hands leads to people, and buys seats. One per store. |
| Admin | Edits the store, sends invites, hands leads to people, and changes the role of an Admin, a Team Leader or a Member — never the Sponsor’s. |
| Team Leader | Sends invites and hands leads to people. Cannot change anyone’s role. |
| Member | Works their own leads and can see who else is on the team. |
Good to know
Related guides
- Set up your organization
Put your store’s name, address and logo into Lead Manager, set the defaults every deal worksheet starts from, and find the lists your whole team shares.
- Share a lead, or hand it over
Pick several leads at once and either send a teammate a copy or hand them over for good, one each in turn across the people you choose.
- See who is following up
The Activity screen counts every call, text, email and new lead per person per day, ranks your team by it, and shows you who has gone quiet.
Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.
Last checked against the app on .