1 min readUpdated Oct 5, 2026teams, members, roles
Invite Team Members
Add teammates to your LeadPattern workspace, assign them a role, and get your whole team working the same WhatsApp inbox.
LeadPattern is a shared inbox, so the first thing most teams do is invite their colleagues. Each member gets their own login and a role that controls what they can do.
Send an invite
1
Open Team
Go to Team in the sidebar.
2
Invite a member
Click Invite, then enter the person's details and pick a role (for example Agent or Manager).
3
They accept
The invitee gets an invitation to join the workspace. Once they accept and sign in, they appear in your team list and can be assigned conversations.
Next steps
- Give conversations a clear owner: How to assign a chat
- Fine-tune what each role can do: Roles & permissions
Was this article helpful?
Your feedback helps us continuously improve our documentation.
Need more help with this topic?Ask LeadPattern Support
Related Articles
Teams & Workspaces
Roles & Permissions
Control what each LeadPattern team member can see and do using roles and granular permissions.
Read article
Inbox & Chats
How to Assign a Chat
Assign WhatsApp conversations to the right team member so every customer gets a clear owner in the LeadPattern shared inbox.
Read article
Teams & Workspaces
Workspaces
What a LeadPattern workspace is — one WhatsApp number with its own team and data — why businesses use several, and how to switch between them.
Read article
Get Started
Add Your Team
Invite colleagues to your LeadPattern workspace and give them roles so everyone can work the shared WhatsApp inbox together.
Read article