Overview
LeadTruffle allows you to invite teammates and assign them different roles based on how much access they need.
Roles help ensure that team members can work leads and conversations while limiting access to sensitive settings like billing, API keys, and teammate management.
There are three user roles available in LeadTruffle:
Administrator
Manager
User
Each role has a different level of permissions within the workspace.
Role Breakdown
Administrator
Administrators have full access to the account. This role is typically used for business owners, account administrators, or agency operators managing the workspace.
Administrators can manage billing, teammates, API keys, lead routing, and all workspace settings.
Manager
Managers can run the workspace and manage leads, but they cannot modify certain critical account settings.
This role works well for office managers, operations managers, or team leads who oversee leads and conversations but should not control account-level settings.
User
Users are standard team members who primarily work leads and conversations.
This role is best for sales reps, dispatchers, or support staff who need access to the inbox but should not modify system settings.
Permissions by Role
Permission | Administrator | Manager | User |
Use inbox, leads, and conversations | ✅ Yes | ✅ Yes | ✅ Yes |
View subscription usage and plan details | ✅ Yes | ✅ Yes | ✅ Yes |
Update billing settings and plan choices | ✅ Yes | ✅ Yes | ❌ No |
Manage API keys | ✅ Yes | ❌ No | ❌ No |
See agency joining code | ✅ Yes | ❌ No | ❌ No |
Invite new teammates | ✅ Yes | ✅ Yes | ❌ No |
Edit forwarding and click-to-call settings | ✅ Yes | ✅ Yes | ❌ No |
Edit company, email, and lead routing settings | ✅ Yes | ✅ Yes | ❌ No |
Change lead assignments | ✅ Yes | ✅ Yes | ❌ No |
Delete leads | ✅ Yes | ✅ Yes | ❌ No |
Edit teammate details and roles | ✅ Yes | ❌ No | ❌ No |
Disable or re-enable teammates | ✅ Yes | ❌ No | ❌ No |
Choosing the Right Role
A simple guideline when assigning roles:
Administrator: Owners or account administrators who manage the entire workspace
Manager: Team leads or operations managers who oversee leads and conversations
User: Sales reps, dispatchers, or support staff working directly with leads
Assign roles based on how much control each teammate should have inside your LeadTruffle workspace.
Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.