Last verified: 6/20/2024
Leadspace Studio allows specific Admin users to add, change, or remove users as needed. This self-service option allows your teams the flexibility to dictate who should have access to Studio, and what level of access they should have.
Accessing Leadspace Studio
During your account setup, Leadspace will create a Studio environment for your company. During the enablement, we will require at least one Super Admin user from your team who will be responsible for adding users as needed in Studio. If you need a Super Admin user to be added or are unsure if you have a Studio account, please contact Support.
Once you have access to Studio, you can navigate directly to the following link to login:
Studio Roles & Permissions
There are 3 main roles that determine permissions in Studio:
Super Admin: Highest level permission user that must be set by Leadspace Support. Super Admins can do the following:
-
- Add Admin Users
- Add Standard Users
- Change permissions
- Delete users
- Perform all contractual functions in Studio
- Enrichment
- Discovery
Admin: Admins can do the following:
-
- Add Standard Users
- Change permissions
- Delete users
- Perform all contractual functions in Studio
- Enrichment
- Discovery
Standard User: Standard users cannot add or remove users, and can do the following based on the permissions granted by their Super Admin or Admin:
-
- Enrichment
- Discovery
- Lookalike
How to Create, Edit, and Delete Users
Create Users
- Login to Studio and go the profile picture in the top-right corner. Select User Management
- Select 'Add User' and fill out the form (all fields required):
- First name
- Last name
- Username (must contain only alphanumeric characters, dashes, or underscores & cannot start with a number)
- User roles
- Select All
- Discover People
- Companies by Lookalike
- Enrich
- Admin user (only toggle is you are a Super Admin and want the user to be an Admin)
- Select Add User
Once the user is created, they will automatically receive an email prompting them to set a password and provide a link to the application.
Edit Users
Admins can also add or remove permissions for Studio functionality by accessing the user in User Management and editing their profile:
- Go to User Management and locate the user you would like to edit
- Mouse over the user line-item and click the icon with the pencil
- Check or uncheck the User roles to add or remove. Super Admins can also untoggle Admin
- Select Save
Delete Users
Admins can delete users in Studio by using the Disable option in User Management:
- Go to User Management and locate the user you would like to remove
- Mouse over the user line and click the icon with the 'x'
- You should see a 'User updated successfully' message
If you need to delete a user with the Admin role, you will first need to untoggle Admin by editing the user, save, then follow the instructions above to disable the Admin user.
Resend Activation Email
The last action you can complete in User Management is resend the activation email to a user in your Studio instance. This is the email that is sent when you add a user, and can be resent by Admins that want to help a user that cannot access their account.
As a second option, users can go to the login page at https://studio.leadspace.com and select 'Forgot Password'. This will perform the same basic action as resending the email.