Features
Workspace team
Add teammates to your workspace, set roles, and control who can use the dashboard.
Give colleagues access to the same workspace without sharing your personal login. Workspace admins manage the team from Workspace settings.
What you can do
- Add someone by email if they already have a Leadara login
- Create a new login with a temporary password when needed
- Assign Admin, Manager, Author, or Viewer roles
- Change roles or remove access without deleting the person's account
Where to find it
- Open any workspace in the dashboard
- Click the gear icon beside the workspace name (sidebar)
- Use the Team section at the top of Workspace settings
Only admins see Add teammate and the edit/remove actions.
Roles at a glance
| Role | Typical use |
|---|---|
| Admin | Full workspace control, including team management |
| Manager | Day-to-day operations across campaigns and data |
| Author | Build journeys, templates, and content |
| Viewer | Read-only access to reports and lists |
Tips
- Share the temporary password securely — treat it like any new account invite
- Removing someone from the team does not delete their Leadara account; they simply lose access to this workspace
- You can add the same person to multiple workspaces with different roles