1. Help Centre
  2. Starting with Leadinfo
  3. Step 1: Give your colleagues access

Add your colleague to Leadinfo

 

Please note: The number of Leadinfo users depends on your subscription package (Starter: 3, Scale: 10, Pro: unlimited). If you need more users than your current package allows, upgrade your account in the Leadinfo portal.

 

You can easily add users to the portal using one of two methods.


1. Through the Leadinfo Settings

  • Go to the Settings in the Portal. The settings can be found under the gear wheel.

  • Select ''Users'' left in the menu.




  • You can add new users via the button ''Invite a user''.




  • Fill in the open fields and select the language of the Portal for the user. You can also assign specific rights to each user. More information about user roles can be found here.

  • The new user will receive an e-mail in which they can activate their account.

2. By selecting your domain name.

  • Click on your domain name located in the top right corner of the portal.
  • A dropdown menu will appear, from which you can select the option to "Add a colleague".
  • You can add new users via the button ''Invite a user''.



  • Fill in the open fields and select the language of the Portal for the user. You can also assign specific rights to each user. More information about user roles can be found here.

  • The new user will receive an e-mail in which they can activate their account.

If the user has not received the activation email, please check the spam/junk folder. At the bottom of the page, you can always resend the activation email to inactive users.