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Guide

Update User Role in Team

2 stepsAgent View (Markdown)

Overview

Leadpoet is a done-for-you email lead generation platform that enables teams to collaborate on pipeline management. Managing team member roles and permissions is essential for controlling who can access, modify, and manage lead data within your account. Role-based permissions determine each team member's capabilities—from viewing reports to managing campaigns or inviting new users. This workflow walks you through updating an existing team member's role in your Leadpoet account dashboard.

Before you begin

  • You must be logged into your Leadpoet account at leadpoet.com
  • You must have OWNER-level permissions on the account (only account owners can change user roles)
  • The user whose role you want to update must already be a member of your team
  • You must know which role you want to assign (e.g., Editor, Viewer, Manager, Owner)

Step by step

1
ClickAccount

Click the Account button in the top navigation to open your account settings and dashboard where team management options are located.

Tip. The Account button is typically located in the top navigation bar or user menu. Look for your account name or an account icon if the text label is not visible.
Step 1
2
ClickSkip to main content Leadpoet Pipeline Lead engine Account Collapse RA Rahul RA FULL NAME COMPANY JOB TITLE Save changes Pipeline overview CONVERSION RATE 0.0% 0 of 35 leads AVERAGE TIME TO CLOSE -- No conversions yet LEADS THIS MONTH 25 April Team R

Navigate to the Team section within the Account dashboard by clicking on the Team area. This section displays all current team members and their assigned roles, allowing you to view and modify their permissions.

Tip. The Team section may be collapsed by default. Look for a 'Team' label or expand icon in the Account dashboard. You should see a list of team members with their names, company information, and current role assignments.
Step 2

Confirm it worked

  1. 1You can see the Team section displayed in your Account dashboard
  2. 2The specific team member's name and current role are visible in the team list
  3. 3After updating, the user's new role appears in the Team section without error messages
  4. 4The change persists after navigating away and returning to the Account page

Common issues

Keep reading

Update-PnPTeamsUser | PnP PowerShell

Update-PnPTeamsUser | PnP PowerShell Search Results for Show / Hide Table of Contents # Update-PnPTeamsUser ## SYNOPSIS Required Permissions - Microsoft Graph API: Group.ReadWrite.All Updates a

pnp.github.io

Knowledge Base

Update User Roles [ ]() ![Country Flag]() [![TeamViewer](https://s7g10.scene7.com/is/content/teamviewergmbh/logo-teamviewer-2?dpr=off)](https://www.teamviewer.com/) [](#) [](#) [![TeamViewer](https://

teamviewer.com

Update User Role in team

Update User Role in team [Jump to Content](#content) [![NGC](https://files.readme.io/d162edb-440b414-nvidia_logo.svg)](https://docs.api.nvidia.com/)[Guides](https://docs.api.nvidia.com/ngc/docs)[API R

docs.api.nvidia.com