How to Add and Manage Users in LeadTruffle

Adding a New User

1. Log into your account at app.leadtruffle.com/users.
2. Click Invite New User.
3. Enter the following details:

• First Name
• Last Name
• Email Address
• Role (choose one of the available roles)

4. Click Send Invite.
5. The invited user will receive an email to accept and set up their account.

Available User Roles

LeadTruffle supports three roles:

• Admin – Full access, including billing and user management.
• Manager – Can manage leads and conversations, but has limited account settings access.
• User – Standard access to conversations and leads only.

Managing Current Users

On the Users page, you’ll see a list of all team members, including:

• Name
• Email
• Role
• Status (e.g., Verified, Pending)

Actions Available:

• Edit – Update a user’s role or details.
• Resend Invite – If the user hasn’t accepted their invite.
• Remove User – Revoke access if someone no longer needs an account.

Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.

Updated on: 02/04/2026