Help Center

Managing Users

* Page referenced in this article: managing users page.

LeadCenter supports four user roles, each with specific access levels and permissions:

1. Owner

• The Owner is the original user who created the LeadCenter account.
• Has full access to all functions and screens in the platform.
• Cannot be deactivated or removed from the system.
• The Owner’s profile information (name, email, etc.) can be updated while logged into the Owner account.
• Note: Only the Owner currently has access to the Website Builder, though this restriction will be lifted in future updates.

2. Administrator

• Has full permissions, identical to the Owner, including access to all dashboards, settings, and reports.
• Unlike the Owner, an Administrator account can be deactivated if needed.

3. Editor

• Has access to:
  • Sales Dashboard
  • Their own calendar settings
  • Email account integrations
• Cannot access:
  • Marketing Dashboard
  • Global Settings
  • Company-wide or advisor-specific commission data

4. Limited User

• Only has access to contacts and leads they personally own.
• Cannot view or interact with leads or contacts assigned to other users.
• Ideal for external or temporary staff (e.g., scheduling teams) who only need visibility into specific leads.

Managing Users in LeadCenter

From the User Management Page, you can:

• Invite new users – an email invitation will be sent prompting the user to sign in and set a password.
• Change user roles and permissions
• Deactivate users when access is no longer required

Important Compliance Note:
Users cannot be deleted from the system to ensure data integrity and compliance. If an employee leaves the organization, simply deactivate their account to revoke access.