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How to add users, seats and roles?

Settings

To manage your team in NavLead, follow these simple steps:

  1. Access the Team Dashboard: Log in to your NavLead account and go to the Team Dashboard.
  2. Go to Team Settings: Click on "Team Settings" to manage user roles and permissions.
  3. Add New Users:
    • Click on "Add User".
    • Enter the user’s details, including name and email.
    • Assign a role (Admin or Member).
  4. Manage Seats: Check your available seats based on your subscription plan. If needed, upgrade to add more users.
  5. Set Permissions: Customize what each user can access based on their role, then save your changes.
  6. Notify the User: Inform the new user that their account has been created and provide any necessary instructions.

By following these steps, you can efficiently manage your team in NavLead!

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