Team Management
In NZ Leads, teammates are granted access on a per-source basis. There is no global “team” page — instead, every source has its own Access and Permissions list that controls who can see and manage that source, its leads, and its messaging settings.
Getting here
- Open Sources from the Auto Responder section of the sidebar.
- Find the source you want to grant access to.
- On the source card, click the Permissions button (shown with a group icon and a count of current accounts).
This opens the Access and Permissions dialog for that source.
Granting a teammate access to a source
Open the source’s Permissions dialog
On the Sources page, click Permissions on the source card. A dialog titled [Source name] Access and Permissions appears.
Add a new teammate
Click Add at the bottom of the dialog. A new blank card is added to the list with an Email field and a Permissions dropdown.
Enter their email
Type the email address the teammate uses (or will use) to sign in to NZ Leads. The field validates that the address is a well-formed email.
Pick their permission level
Use the Permissions dropdown to choose a level. The default is Manager. See Permission levels below for what each level allows.
Save
Click Save to apply the changes. If any email address is invalid you’ll be prompted to fix it before the dialog closes.
If the teammate doesn’t already have an NZ Leads account with that email, they’ll see the source appear in their account once they sign up or sign in with that email.
Permission levels
The Permissions dropdown on each access row controls what that teammate can do on the source:
- Manager (default) — full day-to-day access to the source: read and reply to conversations, add memos, change lead statuses, edit Messaging Settings, manage integrations, and use the voice agent. A Manager cannot change the source’s own access list.
- A higher permission level is also available in the dropdown for accounts that additionally need to manage the access list themselves (add / remove / change levels on other accounts for the same source).
Permissions are per-source. Granting access to one source does not give a teammate access to any other source.
Removing a teammate
- Open the source’s Permissions dialog from the Sources page.
- Find the teammate’s card in the list.
- Click Remove on their card.
- Click Save to apply. Their access to this source is cut off immediately.
You cannot remove your own email from a source’s access list from within that dialog.
Changing a teammate’s permission level
- Open the source’s Permissions dialog from the Sources page.
- Change the Permissions dropdown on their card.
- Click Save.
Billing and team size
There is no per-seat charge for teammates. Billing is based on the number of connected sources, not the number of people with access. See the Pricing page for source pricing.
Security
- Each teammate signs in with their own email address and password.
- Removing a teammate from a source cuts off their access to that source immediately.
- If a teammate forgets their password, they can reset it from the sign-in screen.
Common tasks
Give a new hire access to one source
- Open Sources, click Permissions on that source.
- Click Add, enter their work email, leave the level as Manager.
- Save.
Give someone access to every source
Open the Permissions dialog on each source and add them there. There is no one-click way to grant access to every source at once.
Remove someone who left the company
- For each source they had access to, open Permissions, click Remove next to their email, then Save.
Questions? Email support@nzleads.com.