Members

8.1 Members — Adding or Managing Users

The Members section lets you add other people to your Better Leads account so they can log in and use the dashboard. Each member gets their own login credentials — account credentials should never be shared.

📸 [SCREENSHOT — Members section in Settings]

How to access Members:

1. Log in and go to Settings in your left navigation.

2. Click the Members tab.

📸 [SCREENSHOT — Settings with Members tab selected]

How to add a new member:

1. In the Members tab, click Add Member or the equivalent button.
   [Placeholder: confirm the exact button label for adding a new member]

📸 [SCREENSHOT — Add member screen or invitation form]

1. Enter the new member's email address.

📸 [SCREENSHOT — Email entry field for new member]

1. [Placeholder: confirm whether you assign a role or permission level at this step — e.g. Admin, Member, Viewer — or if all members have the same access level]

📸 [SCREENSHOT — Role or permission selection if applicable]

1. Send the invitation.

📸 [SCREENSHOT — Invitation sent confirmation]

1. The new member will receive an email with instructions to set up their login and access the account.

📸 [SCREENSHOT — Example invitation email received by the new member]

Managing existing members:

From the Members tab you can view all current members on your account and manage their access.

[Placeholder: confirm which management actions are available — e.g. remove a member, resend an invitation, change a role]

📸 [SCREENSHOT — Members list showing current members and available actions]

Tips:

• Add team members who need regular access to the dashboard rather than sharing your own login.

• Remove members who no longer need access as soon as they leave your team.

• If a team member does not receive their invitation email, ask them to check their spam folder. If it still does not arrive, contact BetterMarketers support.