How to Add New User to Leadzpipe

Many customers use their team members to manage lead records. Now you can add sub-users under your LeadzPipe Account and give specific Permission to your users of different sections Like Leads, Pipes, Campaigns.

This doc will cover

  • Adding a New User
  • Managing Sub-users

Adding New User On LeadzPipe #

Step 1: Login to Your Leadzpipe Account > Click On Profile > Users

Step 2: Click Plus Button & Add Sub-user Details

Access Rights : 

  1. Pipes – User can create delete pipes
  2. Leads – User can manage leads
  3. Campaigns – User can manage campaigns
  4. Settings – User can modify account settings
  5. Users – User can add/remove Users

Managing Sub-User #

Admin User Can Disable/ Enable Sub-User – Click On Active/Inactive Toggle

Manage already created Users: #

Step1: Login to leadzpipe. Then click on your account and select ‘Users’

Step 2: Select the Account Name you want to edit

Step 3: You can now edit the User settings.

We hope this article has helped you to add, manage, and edit Users in Leadzpipe.

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