Team Members

Admin only — Team member management is only available to organization administrators.

Overview

The Team Members page lets you manage who has access to your LeadHQL organization. You can invite new members, assign roles, and remove people who no longer need access.

This page uses Clerk's built-in organization management interface, so it feels familiar if you've used Clerk-powered apps before.

Accessing team members

In the sidebar, go to Organization > Team Members. This opens the organization member management panel.

Adding a team member

1. Click the Invite button.
2. Enter the email address of the person you want to invite.
3. Select their role (see below).
4. Click Send Invitation.

The invitee receives an email with a link to join your organization. Once they accept, they appear in your member list and can start using LeadHQL.

Roles

LeadHQL uses role-based access to control what team members can see and do:

• Admin — Full access to all features, including organization settings, billing, branding, website configuration, calling setup, lead imports, and team management.
• Member — Access to the CRM (tasks, leads, calling, AI agent) and property listings. Members cannot access admin-only sections like billing, branding, or organization settings.

Managing members

From the member list you can:

• Change a member's role — Promote a member to admin or change an admin to a regular member.
• Remove a member — Revoke their access to the organization.

How team members appear in the CRM

Once added, team members can be assigned leads. In the CRM, you can filter leads by team member to see each person's pipeline. Admins can also view and assign unassigned leads.