Team/Workspace Management`:` A comprehensive guide?
Learn how to invite team members, manage permissions, and organize your workspaces for seamless collaboration in LeadCarnival.
Written by Alex
Last updated 2 months ago
🧑🤝🧑 What is Team Management in LeadCarnival?
Team Management in LeadCarnival allows you to:
- ✅ Invite teammates to collaborate on campaigns
- 🧠 Assign specific roles and permissions
- 🔁 Share LinkedIn profiles and campaigns
- 📊 Monitor team activity in one centralized dashboard
✅ How to Add Team Members
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Click your profile icon at the top-right → Go to Account Settings
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Navigate to Workspace Settings
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Either select an existing workspace or create a new one
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Click Invite Member
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Enter their email address
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Assign a role and permission:
- Admin: Full access including billing, profiles, and campaigns
- Manager: Can manage profiles, campaigns, and sequences
- Viewer: Read-only access to campaign metrics and inbox
- (Optional) Custom Roles with fine-grained permissions
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Click Invite. The team member will receive an email invitation.
🔐 You can revoke or update access anytime from the Workspace Settings.
🧱 Workspace-Level Access Control
- Every workspace in LeadCarnival is completely isolated
- A user added to Workspace A won’t have access to Workspace B unless explicitly invited
- Perfect for:
- 🏢 Agencies handling multiple clients
- 👥 Teams working with multiple brands or products
🧠 Best Practices
- Use separate workspaces for different teams or clients
- Assign admins carefully — restrict billing and sensitive areas
- Tag teammates in Inbox notes to collaborate better
- Review team access regularly to maintain security
🛠 Troubleshooting
Q: I invited a teammate but they didn’t receive the email. A: Ask them to check the spam folder. You can also resend the invite from the Team tab.
Q: Can I remove a team member?
A: Yes! Go to:
Account Settings → Workspace → Manage Members → Click Remove Access
🎯 Final Tip
LeadCarnival makes collaboration seamless — but smart role management helps you stay secure, focused, and organized.
Need help? Open the live chat from your dashboard or contact support!