How to Add Users
Click Settings from the main menu on the left side of LeafLink. (Note that only users with admin permissions can see the Settings tab). Next, tap on Users in the horizontal menu near the top of the page.
On the Users screen, tap the Add Users button in the top right corner.
Enter their name, contact information, and role into the open fields.
Scroll down to set the user's permissions.
Tap the box next to each LeafLink feature the user should access based on their role in your company.
Press the Add User button on the bottom of the screen to save their information to your account.
Back on the Users screen, you'll be able to see each user and their permission settings at-a-glance.
The new user will receive an email notification to confirm they've been added to the account.
How to Edit User Permissions
Use the search bar to find a user by name. Or use the filters to find a user by account status, type, or last login.
Tap the edit pencil icon in the top right corner of their profile box to adjust a user's permissions. This will open their profile.
In the Permissions section, tap the boxes to select or deselect access to features. Blue checkmarks indicate the user can access a feature.
Scroll down and press the Save button to confirm.
To learn more about each user permission check out Defining User Permissions.
Note: If you are in Oregon, you will see this version of the user interface in your account:
Coming to the rest of the US in 2025!
How to Invite Existing Users to Your Account
On the main Users screen, tap the Invite existing button in the top right corner of the screen.
That will open a new screen.
Enter their email address into the search bar, then press the Search button.
Tap the circle to the left of their name. The circle will turn blue when the user is selected.
Scroll down to confirm their contact info, add job title, and adjust permission settings.
Press the Invite User button at the bottom of the screen to save the changes.
The user will be emailed to notify them that they've been added to the account.
There's no charge for adding users, but note that each account can have up to 25 users.