Account Settings - Users

You can add users to LeadExec that have Roles and Permission levels that are specific to their job function.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

To set up your LeadExec administration team go to Settings, then under Account Settings, select Users.

From this screen, you can Add New Users, and Edit existing users.

When Adding a New User, it is important to have already created your Permissions, so that you can Add a New User to a Permission set within LeadExec. To learn more about Permissions click here.

You also have the ability to enable Mobile Access and Email Reminders when you add a new user.

Did this answer your question?