Members

Manage who has access to your Leader24 organization.

Access Member Management

1. Go to Organization
2. Click on Members tab

Member List

For each member you see:

• Full name
• Email
• Assigned role
• Assigned agents

Available Roles

Owner

• Full control
• Can delete organization
• Manages billing
• Only one who can change roles
• One Owner per organization

Admin

• Manages agents
• Invites new members
• Can only remove Members
• Assigns agents to Members
• Cannot change roles
• Cannot delete organization

Member

• Limited access
• Only assigned agents
• Cannot create agents
• Cannot manage members
• Cannot see Invitations tab

Invite New Members

1. Go to Organization > Invitations
2. Click Invite Member
3. Enter email
4. Select role
5. Select at least one agent to assign
6. Send invitation

The invitee will receive an email with a link to join.

Change Role

Only the Owner can change roles:

1. Find member in list
2. Click on actions menu
3. Select Edit Role
4. Choose new role
5. Confirm

Remove a Member

1. Find member in list
2. Click on actions menu
3. Select Remove
4. Confirm removal

The member will lose access immediately.

Agent Permissions

You can assign specific agents to members:

1. Select member
2. Click Manage Agents
3. Select accessible agents
4. Save