Invite and manage your team

Updated on October 10, 2024

Table of contents

I - Create a new Team
II - Managing Team Members: Adding and Removing Users
a. Invite Team Members
b. Remove Team Members
III - Manage user rights
IV - Manage user account
V - Send emails on behalf of someone else

Learn how to create a team, manage users, and adjust settings in lemlist for smooth collaboration.

Create a new Team

To start collaborating, you need to create a team within your lemlist account.

Go to the Teams in the bottom left corner

Create a New Team: Click on the “Create a new Team” button. Enter your team name and any relevant details.

Rename Your Team: You will be taken to the Cockpit where you can edit the name by clicking on the icon below:

Managing Team Members: Adding and Removing Users

Invite Team Members

While in the Cockpit, invite members by clicking on Invite users:

Next, you can enter the email addresses and select the appropriate roles for your team members:

Then to officially invite them, just click on Send invitation:

Accept invite: Log in to the account of the invited user and accept the invitation from the notifications

If they don’t have an account, they need to create one and then accept the invitation as described above.

Remove Team Members

While in the Cockpit, remove members by clicking on Remove user

Manage user rights

Assigning roles ensures that team members have the right level of access

Agency Roles: You can set different roles such as Admin, Manager, or Extern, each with specific permissions. Choose roles based on the tasks your team members will handle.

Roles and Associated Permissions

Admin: Full access to all aspects of the accounts they are part of, with exclusive access to the cockpit menu.
Member: Access to everything except the billing section. Members cannot invite or remove other users from the team, or change their own role or the role of others.
Extern: Limited access; can only view their team’s account report if they were granted password-less login when invited.

Manage user account

You have the ability to edit various aspects of your team members’ settings in lemlist.

Here’s how you can change user settings and ensure everyone is set up for success, you can:

Change user account details such as first name, last name, picture, and password.
Set a specific custom tracking domain for individual users.
Adjust the sending limits for each user.
Edit their email signature.

*Please note that only Admins in lemlist have the authority to modify settings for other users.

To access these settings, head to your Cockpit, then Teams section

In the list of users, locate the user whose settings you want to edit. You can also use the search bar in the cockpit to find the user more quickly.

Click on the three dots next to the user’s name to open the options menu.

Select “Edit“

Send emails on behalf of someone else

When managing communications, you may find the need to send emails on behalf of a colleague or another person. This can enhance collaboration and ensure that messages appear to come from the appropriate source.