Team Management
Manage multiple agents, distribute leads, and collaborate effectively with OnLeads Team plan features.
What's Included
Multiple Agents
Add up to unlimited agents with individual calendars and settings.
Lead Routing
Distribute leads round-robin or by availability automatically.
Role Management
Assign admin or agent roles with appropriate permissions.
Shared Dashboard
View all team activity and performance in one place.
Adding Team Members
Go to Team Settings
Navigate to Team Management in your dashboard. Here you can see current team members and manage seats.
Invite New Agents
Click the Invite Agent button. Enter their email address and select their role:
- Admin: Full access to all settings, billing, and team management
- Agent: Can manage their own leads, calendar, and widget settings
Agent Accepts Invitation
The invited agent will receive an email with a link to join your team. They'll create their account (or link an existing one) and immediately start receiving leads based on your routing rules.
Managing Seats
The Team plan includes 3 agent seats in the base price. You can add more agents at any time:
Adding Seats
Go to Settings > Billing and increase your seat count. Additional seats are $9.99/month each (prorated).
Removing Seats
You can remove agents at any time. The seat change takes effect at your next billing cycle. You must reassign any leads owned by removed agents first.
Annual Billing
On annual plans, additional seats are $99.90/year (17% savings). You can still add/remove seats monthly and the difference is prorated.
Role Permissions
| Permission | Admin | Agent |
|---|---|---|
| View all leads | ✓ | - |
| View assigned leads | ✓ | ✓ |
| Manage team members | ✓ | - |
| Manage billing | ✓ | - |
| Configure widgets | ✓ | Own widgets |
| Connect integrations | ✓ | Own calendar |
| View analytics | All | Own only |
Next: Lead Routing
Learn how to distribute leads among your team members.