You can give your team members their own Lead Sherpa logins and choose what each person can see and do. This guide shows how to invite users, change their role, and deactivate or reactivate them.
The steps at a glance
- Open Account Settings and go to Users.
- Invite a new user and choose their role.
- Change a user’s role from Edit Details.
- Deactivate or reactivate a user from the same menu.
Resources
Users and your plan
Paid plans include unlimited users. See Subscription Pricing for what each plan includes.
1. Open the Users page
- Log in to your Lead Sherpa account.
- In the menu on the left, click the person-and-gear icon at the bottom to open Account Settings.
- Click Users. You’ll see every user on the account with their role and status (Active, Inactive or Invited).
2. Invite a new user
- Click the blue Invite New User button in the top-right corner.
- Enter the person’s email address.
- Choose a role: Master Admin, Admin, Staff or Junior Staff. See section 5 for what each role can do.
- Click Invite.
The person gets an invitation by email and shows as Invited on the Users page until they accept it.
3. Change a user’s role
- Click the three vertical dots next to the user, then click Edit Details.
- Choose the new role in the Role field.
- Click Save.
From Edit Details you can also update the user’s name, mobile number and working hours.
Your own user
You can’t change your own role or deactivate yourself. On your own user, the Role field and the Deactivate user option are grayed out.
4. Deactivate or reactivate a user
Click the three vertical dots next to an active user, then click Deactivate user. To give an inactive user access again, open the same menu and click Reactivate user.
5. What each role can do
| Role | Access |
| Master Admin | Complete access to every feature on the account. |
| Admin | Complete access to every feature on the account. |
| Staff | Limited access. Can only see campaigns where they are listed under Access in the campaign settings. Can send and reply to messages in those campaigns. Can’t import or export files and can’t skip trace. |
| Junior Staff | View only. Can only see campaigns where they are listed under Access in the campaign settings. Can’t send or reply to messages, import or export files, or skip trace. |
Give Staff access to a campaign
Staff and Junior Staff users don’t see any campaign until you add them under Access when you create or edit the campaign. See How To Start A New Campaign.
Questions? Email support@leadsherpa.com.
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