Team & Roles
Predylo is built for teams. Every org shares campaigns, leads, inbox, and pipeline. Owners and admins invite users, assign roles, and manage pending invites from Settings → Users.
Roles control who can change org settings, merge duplicate leads, and view team-wide analytics.
Roles explained
| Role | Who | Permissions |
|---|---|---|
| Owner | Founding account or promoted owner | Full access: billing, delete org, all admin powers, team performance |
| Admin | Team lead or ops | Settings, integrations, API keys, user invites, merge duplicates, team performance |
| Member | Individual rep | Leads, outreach, dialer, comments, personal settings — no org admin pages |
There is typically one or more owners per org. Admins handle day-to-day user management.
Member restrictions
Members cannot:
- Access Settings → Integrations or org API keys
- Merge duplicate leads
- View Team Performance analytics
- Invite or remove users (unless promoted)
Members can:
- Work all leads, campaigns, inbox, pipeline, dialer
- Comment, @mention, create tasks, assign tasks to others
- Configure personal notification preferences
Invite a teammate
- Go to Settings → Users.
- Click Invite user.
- Enter their email address.
- Select a role (Member or Admin).
- Send invite.
They receive an email with a secure link to set their password and join the org. Until they accept, they appear under Pending invites.
You can resend or revoke pending invites from the same page.
Accepting an invite
Invited users:
- Click the link in the invite email
- Set a password (or sign in if they already have an account)
- Land in the shared org workspace with their assigned role
All org data — campaigns, leads, inbox — is immediately visible based on role.
Change a user’s role
Owners and admins can promote or demote members:
- Settings → Users
- Find the member
- Change role dropdown (Member ↔ Admin)
- Save
Only owners should demote other owners or transfer ownership (contact support if needed).
Remove a member
Remove users who left the company:
- Settings → Users → Remove
- Confirm removal
Removed users lose access to the org. Their historical activities remain attributed by email on past records.
Default org member
Some orgs configure a default member for automated assignments (e.g. inbound lead routing). Admins set this in org settings. Regular members may not see leads owned by the default system account unless assigned.
Tips
- Start with Member — Promote to Admin only for team leads who need integrations access.
- Review Team Performance monthly — Admins and owners use Team Performance after invites settle.
- Offboard promptly — Remove departed reps to protect customer data.
- Use comments for handoffs — When reassigning leads before removal, document context in Comments.
Related pages
- Organization Settings — Org profile and email signature
- Profile & Notifications — Per-user prefs
- Team Performance — Admin analytics
- Duplicate Lead Detection — Admin merge tool