User Management
Manage who has access to your Leadbehavior account. Invite team members, assign admin roles, and control access.
Viewing Users
- Log in to app.leadbehavior.com
- Go to Account → Users
- You'll see a table of all users on the account
The user table displays:
| Column | Description |
|---|---|
| Name | The user's name, or "Pending Invite" if they haven't yet signed up |
| The user's email address | |
| Admin | Whether the user has admin privileges (Yes/No) |
Inviting Users
- Navigate to Account → Users
- Click Invite A New User
- Enter the user's Email address
- Check the Admin checkbox if you want to grant admin privileges
- Click Invite User
The invited user will appear in the table as "Pending Invite" until they create an account and sign in with the invited email address.
Duplicate Emails
If you try to invite an email that's already active on the account, you'll see a notification that the user is already active.
Admin vs. Non-Admin Roles
| Capability | Admin | Non-Admin |
|---|---|---|
| View leads and dashboards | ✓ | ✓ |
| Create and edit leads | ✓ | ✓ |
| Manage account settings | ✓ | — |
| Invite and manage users | ✓ | — |
| Connect integrations (Google Ads, Meta) | ✓ | — |
| Manage billing and subscription | ✓ | — |
User Limits by Plan
Each plan includes a maximum number of users:
| Plan | Max Users |
|---|---|
| Starter | Defined by your plan |
| Business | Defined by your plan |
| Enterprise | Custom |
When you've reached your plan's user limit, the Invite A New User button is replaced with a message prompting you to upgrade your plan.
Troubleshooting
"You have reached the maximum number of users for your plan"
Your account has hit the user limit for your current subscription. Upgrade your plan to add more users.
Invited user can't access the account
- Ensure they sign up or log in with the exact email address that was invited
- The user should appear as "Pending Invite" until they complete sign-up
Next Steps
- Manage your subscription to increase user limits
- Configure account integrations — Google Ads, Meta, and more