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How to invite a team member?

Learn how to invite teammates to collaborate on campaigns, inboxes, and profiles within a LeadCarnival workspace.

Author Alex

Written by Alex

Last updated 2 months ago

🤝 Invite Team Members to Your Workspace​

Collaborating inside LeadCarnival is easy. You can invite teammates, VAs, or clients to your workspace with controlled access to campaigns, inboxes, and analytics.

👣 Step-by-Step: How to Invite a Team Member​

  1. Click your profile icon at the top right
  2. Go to Account Settings
  3. Select the Workspace Settings tab
  4. Click Manage Member
  5. Enter the team member’s email address
  6. Assign a role:
    • Admin – Full access including billing and user management
    • Manager – Can manage campaigns and inboxes
    • Viewer – Read-only access to campaigns and inbox
  7. Click Send Invite

✅ After Invitation​

  • The invited user will receive an email invitation
  • Once accepted, they will appear in the Members List
  • You can edit or revoke their access anytime

🔐 Best Practices​

  • Only assign Admin roles to trusted users
  • Use Managers for campaign work
  • Give Viewers access when someone just needs reporting/analytics
  • Use separate Workspaces for different clients or business units

🛠 Troubleshooting​

Q: Team member didn’t receive the invite? A: Ask them to check spam or junk folders. You can resend the invite from “Workspace Settings.”

Q: Want to remove someone? A: Click Remove Access next to their name inside Manage Member.

🎯 Summary​

Inviting team members helps you scale outreach, collaborate smarter, and delegate tasks securely — all inside your LeadCarnival workspace.