Add Users

You can add your team to LeadPro by selecting the users tab on the left hand menu bar:

Then you must select the add user button, which will bring up this page:

You can add your team member's email address and then select their access type. There are three types of account:

1. Admin

2. Leader

3. Agent

Admin

Admins have full access to your account, they are able to edit offices, add new members, change billing and install new tools.

Leader

Leaders have less access and permissions. They are not able to add users, they can see more settings and can see data for multiple offices. When setting up a leader you need to choose which offices you want to add them to.

Agent

Agent has the most limited access, when setting up a user as an agent they need to be added to a specific office, they will only be able to see leads for that office.

Notes

When you add new users they will be sent an email invite from contact@lead.pro this will contain a link to set a password. They will then be able to log in and access your LeadPro account. Please note that sometimes invite emails are sent to spam, so please ask them to check there when you invite them.

If a user forgets their password, they can reset it here - https://dashboard.lead.pro/reset-password