Please note: Only users with User Management Access Rights can manage other users.

Quick Links:

To manage your users, or 'seats', navigate to User Settings > Company > Users.

In this view you'll be able to see each of the users in your account by either email address or their name. You can also instantly see which products they have access to.

There are two options per user: edit their Notifications or edit their Access. You can also simply toggle the Status of the user on or off - this enables or disables their Dealfront account access.

When you click into Notifications for a User you will find two options. First is the 'Weekly Dealfront Summary' - here you can opt the user in or out of receiving this weekly round up of account activity per account.

Secondly, you will scroll down to individual Feed notifications. Here you can check on or off whether that user receives notifications from a specific feed on a daily or weekly basis.

This section automatically saves, once you have made changes you can simply click back.

When you click into Access for a User you will first see the Company Access Rights.

Here you can choose if the user can make any changes to your main Dealfront company settings. Check the options on and off.

General settings: This allows access to the company 'Details', 'Accounts' and 'Website Tracker' info.

Billing: This allows access to both 'Subscriptions' and 'Invoices and Receipts'.

Payment methods: This gives access to see and amend your 'Payment methods' only, for example for adding and removing credit cards.

User management: This gives access to the 'Users' section where these rights can be switched on or off.

Once you are finished, remember to click Save at the bottom.

Please note: If a user has all 4 of the Company Access Rights checked they have the equivalent rights to an Admin user of the legacy Leadfeeder app.

📌 Pro Tip: Users don't have to log out and log back in again for Company Access Right changes to apply. As soon a Right is given or revoked and, most importantly, saved, this change will apply to that user upon refresh of their screen.

If you scroll further down the page you'll see the Account Access Rights.

If you only have access to one account, you will only have the option to select that one account here. However, if, for example you have two businesses, both with Dealfront accounts, or are a marketing agency running multiple client accounts, you will have multiple Account options in this column.

Pick the Account you wish to edit for the user, followed by the product. Each product has different rights options. Click through to find both the products and the rights you wish to check on or off for that user.

Once you are finished, remember to click save at the bottom.

There are a few different ways you can benefits from setting certain access rights for your team, we've highlighted a couple of simple examples below.

After you sign up for a Dealfront Account you will be the main, single user. You can invite other users using the Invite new user button in User Settings > Company > Users. To shortcut straight to this section, click your 'User' icon in the menu bar and 'Invite new users'.

Fill out the new user form, checking the specific options per user on or off. For more details, please visit our article Add a New Dealfront User.

You can easily remove users if they no longer work at your company or no longer need access to Dealfront. To do so, navigate to User Settings > Company > Users. Either find the user in the list, or search for them, then click Access. Scroll to the bottom of the page and select Remove Access.

This is a silent termination, no email or notification will go to the removed user.

All new users are invited to the platform in English, even if it's set to another language by default.

Please advise new users to change their language preference immediately upon first login to avoid any delays in re-caching the platform to a different language.

Navigate to Settings > Personal > Details, click the drop down under Language to choose your preference.

Please note: If a new user accesses the platform tools e.g. Target, in the default language of English, and later swaps to German, they will need to log out and back in again, allowing time for the platform to re-cache into the new language, before this change will take full effect.
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When you are viewing a company within Leadfeeder you will see the option to perform different actions on the specific company. This includes features such as Assign, Follow, Email, Send to Slack and Add to List. These are all features relevant to the Leadfeeder ecosystem.
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.

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