How to manage your accounts User page to configure User Roles and Access Levels, Profile Details, Invite Users, and Deactivate/Reactive accounts.
Access your Lead Sherpa account and navigate over to Account Settings -> User for the following options:
- To Invite Users: Click Invite New User and designate their corresponding email address and role
- To Edit User Roles/Access: Click on the three vertical dots beside a user profile, followed by Edit Details -> Role
- To Deactivate/Reactivate a User: Click on the three vertical dots beside a user profile, followed by Deactivate/Reactivate User
Role Types and their Levels of Access
Master Admin: Complete Access
- Access to all account features
Admin: Complete Access
- Access to all account features
Staff: Limited Access
- Must be listed under Access in Campaign Settings to view a campaign
- Able to send and respond to messages within assigned campaigns
- Unable to import/export files
- Unable to skip trace files
Junior Staff: Restricted Access (View Only)
- Must be listed under Access in Campaign Settings to view a campaign
- Unable to send and respond to messages
- Unable to import/export files
- Unable to skip trace files