Team Management
Invite team members, assign roles, and manage access to your LeadFuel account.
Before You Start
- A LeadFuel account with Admin role
- Pro or Enterprise plan (Starter plan includes 1 user)
Invite a Team Member
Go to Dashboard → Settings → Team and click Invite Member.
- 1Enter their email address
- 2Select a role:
- 3 - Member — can view leads, scan badges, approve emails, add rep notes
- 4 - Admin — full access including settings, integrations, and team management
- 5Click Send Invite
They'll receive an email with a link to set up their account. The invite expires after 7 days.
Assign Admin role sparingly. Members have everything they need for booth operation and lead review.
Manage Existing Members
From Dashboard → Settings → Team, you can manage your team:
- Change role — click the role dropdown next to a member's name
- Deactivate — removes login access without deleting their data (captures and rep notes are preserved)
- Reactivate — restore access for a previously deactivated member
Deactivating a user frees up a seat on your plan without losing any historical data.
Manage Pending Invites
Invites that haven't been accepted appear in the Pending Invites section. You can:
- Resend the invite email (useful if it went to spam)
- Cancel a pending invite
If an invite has expired (after 7 days), cancel the existing one and send a new invite.
Booth Access Codes vs. Team Accounts
There are two ways to give someone booth access:
Team account — best for sales team members who use the dashboard to review leads, approve emails, and manage events. Requires setting up an account with email/password.
Booth Access Code — best for reps at the booth who only need to run the desktop app for one event. No account setup required. Access is event-scoped and expires after 24 hours.
For large events with many temporary reps, Booth Access Codes are faster than creating full accounts for everyone.