Team & Organization

Manage your organization settings and team members from the side menu.

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Organization Info

Open the side menu (hamburger icon, top-left) and go to My Organization.

Organization settings

Here you can:

• View and update your organization name

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Team Members

The Members section shows all members and a seats counter (e.g. "100,000 seats available including 0 managers"). Each row contains:

Column	Description
Name	Display name
Email	Login email
Verified	Whether the user confirmed their email
Role	Admin or Member
Manager	The user's manager (set when inviting or editing a member)

Adding Members

Click + Add new member to invite someone by email. The dialog asks for:

1. Email

2. A Role — Admin or Member (with a one-line description of what each can do)

3. If you pick Member, an optional Manager dropdown to assign their manager from existing members

The invitee receives an email invitation to join your organization.

Roles

Role	Capabilities
Admin	Full access: manage team, organization settings, data sources, billing, lenses
Member	Use Leadbay: discover, like, enrich, export, activate. Cannot manage org settings or billing
Manager	A Member who is the manager of one or more other members. Gets visibility into their reports' activity in the Manager Dashboard. Doesn't change app permissions — only changes who shows up under whom

Use the action menu (three dots) on each row to change a member's role, set/change their manager, or remove them.

Only admins can import data, manage billing, and change organization settings.