Teams, roles & permissions
How owners, managers, and staff access CRM, billing, phone lines, and dispatch-sensitive settings.
Overview
LeadLock separates day-to-day CRM work from high-impact actions. Owners typically manage billing, Twilio credentials, dispatch templates, and workspace security. Managers may run dispatch boards and approve quotes. Staff focus on assigned jobs, mobile updates, and customer-facing tasks without touching subscription or integration secrets.
What to configure first
- 1
Invite teammates from CRM → Settings → Team (or your workspace’s team entry point).
- 2
Assign roles that match reality: who can move money, who can provision numbers, who can only update jobs.
- 3
Review dispatch notification permissions so only trusted roles edit customer-facing SMS templates.
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