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.
Add teammates in 2 minutesTutorial · 2–4 min · Not recorded yet
Script to read
Hey — if you're growing past a one-person setup, you'll want teammates in Leadara. Open your workspace, click the gear next to the workspace name in the sidebar, and you're on Workspace settings. The first card is Team — that's where everyone with dashboard access shows up.
I'm an admin here, so I see Add teammate at the top right. Let me click that. If your colleague already has a Leadara account, just enter their email and pick a role — Viewer, Author, Manager, or Admin — then confirm. They're in immediately.
If they've never used Leadara, expand the optional section at the bottom: add a display name and a temporary password. They'll sign in at app.leadara.ir and can change the password later. You don't need to touch the admin panel for normal invites.
Back on the team table you can change someone's role with the pencil icon, or remove them from this workspace with the trash icon — that only revokes access here; it doesn't delete their account. That's the whole flow: one place for who's on the team and what they can do.
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