Inviting Team Members (Sub-Users)

Team members (also called sub-users) let you share your LeadCapture account with colleagues. Sub-users can build funnels, view leads, and use credits without needing a separate account or subscription.

How Many Team Members Can I Add?

The number of team members you can invite depends on your plan:

Inviting a Team Member

1. Navigate to Team Members in the left sidebar.
2. Click Invite Member.
3. Enter the person's email address and, optionally, their name.
4. Click Send Invite.

The invited person will receive an email with temporary login credentials. When they sign in for the first time, they will be prompted to set a permanent password before accessing the dashboard.

A progress bar at the top of the Team Members page shows how many seats you have used out of your plan limit (for example, "2 of 5 team members").

What Team Members Can Do

• View and edit all funnels
• View all leads
• Use all connected custom domains
• Use shared verification and enrichment credits
• Purchase credits (charged to the account owner's payment method)
• Change their own password

What Team Members Cannot Do

• Access billing, upgrade, or plan management
• View or manage other team members
• Delete the parent account

Managing Team Members

On the Team Members page, each member appears in a table showing their name, email, status, and the date they were added. Use the actions dropdown on each row to:

• Edit Name - Change the display name for a team member.
• Resend Invite - Generate a new temporary password and send a fresh invite email. Useful if the original invite expired or was lost.
• Disable - Immediately revoke access. A disabled team member is logged out instantly and cannot sign in until re-enabled.
• Enable - Restore access for a previously disabled team member.
• Remove - Permanently delete the team member. All funnels and leads remain on the parent account.

A "Pending" badge is shown next to members who have not yet completed their first login and password reset.

Forgot Password

Team members can reset their own passwords using the "Forgot password?" link on the login page. They will receive a reset email and can set a new password without involving the account owner.

Good to Know

• The email address used for a team member must be unique. It cannot already be associated with another LeadCapture account or team member.
• Removing a team member does not delete any funnels, leads, or other data. All content belongs to the parent account.
• Credits purchased by a team member are added to the shared account balance.
• If you need more team member seats, upgrade your plan from the Billing page.