Help -- Manage Users


Account Administrators may manage users on their Open Leads account. This includes adding new users (up to a max of 30 per account), and assigning permissions to each user.

To add a new user to Open Leads,1) From the Settings tab, click on the Users icon to display your current user list. From here click on the "Add User" link that displays above the current user list.

2) Enter the new user's email address. Note that you may NOT use the same email address for more than one account user.

3) Once an email address is entered, you will be redirected to a User Edit Screen, where you can enter the User's name, create a password for them, set their time zone, as well as define their permission level.

Administrators are allowed to add users up to the max amount allowed on your account. Adding more than 5 users to your account will result in additional monthly charges.


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