How to manage users on your account

Action	Admin Users	Sales Rep Users
View Leads	Yes, all company	Yes, all company
Assign Individual Leads	Yes, to any rep	Yes, to any rep
View message threads (messages)	Yes, can view all	Yes, if participant in that message
View message threads (lead details)	Yes, can view all	Yes, if participant in that message
Receive message notifications	Yes, if participant	Yes, if participant
Invite a coworker	Yes, can invite others with Admin/Sales rep roles	Yes, but only other sales rep roles
Set email notification preference	Yes for all reps	Yes, only for themselves
Change rep role	Yes for all other reps	No
Re-assign all leads	From/to any rep	From themselves to any rep
Copy preferences	From/to any rep	From themselves to any rep
Get Reviews	Yes	Yes
Return Lead - LF Installers	Yes, w/in 72 hours	No
Edit Company Profile	Yes	No
Change User Territory	Yes	Yes

Contact your PSM to remove a user from your account.

Learn about our different user types, their permissions, and how to manage users on your account.