Managing team members and permissions ensures that everyone in your organization has the right level of access to HappierLeads. This guide shows you how to invite team members, assign roles, control website access, and manage who can see and do what.

HappierLeads has four distinct user roles with different levels of access. Understanding these roles helps you assign the right permissions to each team member.

The Owner has complete access to everything in HappierLeads, including billing and financial settings:

 Account creators, business owners, financial decision-makers

Admins have access to everything except billing and financial information:

 IT administrators, marketing directors, operations managers

Editors can make changes to leads, segments, and exports but cannot access administrative settings:

 Sales representatives, marketing team members, account executives

Viewers have read-only access and can only see data without making any changes:

 Consultants, temporary contractors, stakeholders who need visibility only

Team Member Roles

To manage your team, you need Owner or Admin access to the Settings page.

You'll see a list of all current team members, their roles, website access, and when they were added to your account.

Team Members Page

Adding new team members is quick and easy. They'll receive an email invitation to join your HappierLeads account.

The team member will receive an email with a link to accept the invitation and create their account or log in if they already have one.

Controlling Website Access for Team Members

One of the most powerful features of HappierLeads team management is the ability to control which websites each team member can access. This is especially useful for agencies managing multiple client accounts or companies with multiple brands.

When inviting or editing a team member, you can specify which websites (workspaces) they can access:

Website Access Settings

Restricting website access is valuable in several scenarios:

To configure which websites a team member can access:

 Owners and Admins typically have access to all websites by default, but you can still restrict their access if needed for organizational reasons.

Invitations that haven't been accepted yet appear in a separate "Pending Invitations" section. You can manage these invitations as needed.

If someone didn't receive the invitation email or it expired, you can resend it:

If you invited someone by mistake or they no longer need access, you can cancel the invitation before it's accepted:

As team members' responsibilities change, you may need to adjust their permissions by changing their role.

Role changes take effect immediately. The user will see different options and access levels the next time they log in or refresh their browser.

You can change which websites a team member can access at any time without changing their role.

When someone leaves your team or no longer needs access, you should remove them from your account to maintain security.

 Removed team members lose access immediately. They won't be able to log in or view any data.

 You cannot remove yourself. If you're the account owner and want to leave, you must first transfer ownership to another admin.

Follow these recommendations to maintain secure and efficient team access:

Team member can see websites they shouldn't

Team member still has access after removal

Your HappierLeads plan includes a specific number of team member seats:

Learn how to invite team members, assign roles, and control access permissions to ensure secure and efficient collaboration in HappierLeads.

How to Manage Team Members and Permissions

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