Who this is for: Admins
What this solves: Giving internal or external teams access
To add a new user:
Go to Settings
Select Manage Users
Add the email address
Assign the appropriate role
Emails do not need to accept messages to receive lead data.
Common mistakes:
Assigning limited roles to intake teams
Forgetting to enable lead notifications
Related articles:
Managing Notifications and Lead Delivery Settings
Understanding User Roles