Your team

Invite your team and choose roles

Invite reps and admins, and see what each role can do.

Invite someone

  1. Open Settings, then Team.
  2. Click Invite.
  3. Enter their first name, last name and email.
  4. Choose Sales Rep or Admin, and click Send Invite.

Only the owner can invite people. Before you send, LeadScout tells you whether the new seat changes your bill.

Roles

  • Owner: everything, including billing, invites, importing data and creating API keys.
  • Admin: manages lead statuses, tags and integrations, and can connect AI agents.
  • Sales Rep: drops pins, sets statuses, tags prospects, adds notes, books appointments and exports prospects.

Every role sees the team dashboard.

Updated October 7, 2026