Learn how to use the cockpit view
Cockpit in an awesome space where you get to pilot pretty much everything regarding your team.s settings (in case you're managing more than one).
All the lemwarm settings that you'd like to adjust for each users of each teams you're managing :)
You'll be able to adjust and check the following:
To understand how to start with lemwarm, you can check this article.
Everything users/team management related!
All the settings you require are there:
First, you need to update the number of seats. Every new user needs a seat as the rule is 1 seat = 1 user.
To do this, go to Cockpit > Billing and simply update the number of seats you'd like to have.
Once you have that done, stay in Cockpit, just go to the left sidebar and click into Teams.
👉 if you want to invite a user as an Admin or a Member:
👉 If you want to invite your user as an extern:
Important: If you want users to have the ability to log in to lemlist and get access to reports only, make sure to enable the Allow passwordless login option.
Otherwise, users will just be able to connect their email provider (and Linkedin account) so you can send campaigns on their behalf, but won't be access anything at all. It's up to you to decide what's the best setup for your team.
You'll have control and access to all billing info of your different teams such as:
Just find the team selector menu on the bottom left corner of your account and select the team you'd like to switch to:
Its from there that you'll also be able to create new team.s if you want to :)
If you're not sure if you should have one or several teams, you can check this article.
That's it! ❤️