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LeadSmart AI

3 min read

Invite a team member or assistant

Add a teammate, ISA, transaction coordinator, or admin to your LeadSmart workspace. Each seat gets role-scoped access.

If you work with an assistant, an ISA, or a partner agent, you can give them their own login with scoped access. They see the leads and deals you assign to them, plus shared resources like templates and playbooks.

Step by step

  1. Open Settings → Team.

  2. Click Invite member. Enter the email and pick a role: Agent (full deal access), ISA (lead-queue + outbound only), Coordinator (deals + tasks, no marketing), or Admin (billing + settings).

  3. Optional: scope by Smart List — useful if you want the ISA to only work the buyer-side leads, for example.

  4. Send the invite. They get an email with a one-click signup link that already routes to your workspace.

  5. Reassign existing leads/deals to the new member from Contacts → Bulk Actions → Reassign owner.

Need help with something else? Browse all guides or email support.