How can I add, edit, or delete users?

The more, the merrier! If you’d like to add users into your Lob account, only admins on the account can make these edits. Here’s how you can do this through your dashboard. 

1. Log in to your account at dashboard.lob.com
2. In the top right corner of your dashboard, click on your account name
3. Click on “Settings”
4. Click on the “Teams” tab
5. Scroll down until the bottom of the page, and you will see a blue button that says “+Invite Team Member”
6. Once you click it, add your invitee’s email address
7. Make sure to select the right permissions you want them to have (Admin, Read & Write, Read) 
8. Once done, press “Invite”

At this point, your invitee should be receiving an email to their inbox to verify their address with Lob and finish the sign in process. 

*Note that every subscription has a different amount of allowed users. If you’ve reached your maximum number of users,  reach out to support@lob.com or use the messaging widget in the bottom right corner of your dashboard to talk to a Lob Expert about which plan best suits your needs.

Only admins of the account can edit or delete users, you must be logged in to your Lob dashboard and follow these steps:

1. Log in to your account at dashboard.lob.com
2. In the top right corner of your dashboard, click on your account name
3. Click on “Settings”
4. Click on the “Teams” tab
5. Look for the user you’d like to edit
• If you’d like to edit their level or permissions, press on the pencil to the right of their name and edit their permissions upon prompted
• If you’d like to delete this user, press on the trash can icon to the right of their name and confirm the deletion when prompted.

To re-add a previously deleted user, reach out to support@lob.com or use the messaging widget in the bottom right corner of your dashboard to talk to a Lob Expert.