Team members can have different roles that control what they can access and do in LeadHQL.
Understanding Roles
Roles determine:
-
What dashboard sections a member can see
-
What actions they can perform
-
Access to settings and billing
-
Administrative capabilities
Common Role Types
Admin
Full access to everything:
-
All dashboard features
-
Billing and payments
-
Organization settings
-
Member management
-
Can invite/remove members
Member
Standard access:
-
View and work introductions
-
Access properties (if applicable)
-
View their own performance
-
Limited settings access
Viewing Member Roles
-
Go to Organization → Profile at https://leadhql.com/dashboard/organization/settings
-
View the member list
-
Each member shows their current role
Changing Roles
If you have admin permissions:
-
Find the member in the list
-
Look for role or permissions settings
-
Update their role
-
Save changes
Role Best Practices
Admins: Keep this limited to people who need full control (owners, managers)
Members: Standard for agents and team members who work introductions
Who Can Manage Roles
Only organization admins can:
-
Invite new members
-
Change member roles
-
Remove members
Removing Members
When someone leaves your organization:
-
Find them in the member list
-
Click remove or revoke access
-
Confirm the removal
They immediately lose access to your organization's data.
Questions About Access
If a team member can't access something they need:
-
Check their current role
-
Verify they need that access level
-
Update their role if appropriate
-
Contact support if unclear