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Member Settings

Member Settings

Overview​

Member Settings is where you connect your own personal accounts to LeadX. These connections belong to you as a member, not to the whole company, and are used when LeadX needs to act on your behalf — for example creating a meeting in your calendar.

Access​

  • Navigation path: Sidebar > Settings > Basic Settings > Member Settings
  • Route: /member-settings
  • Access: available to every logged-in member.

Accounts You Can Connect​

  • Zoom — used when a meeting is scheduled with Zoom as the provider
  • Google Calendar — used to place meetings in your calendar

Steps To Connect An Account​

  1. Find the section for the account you want, for example Zoom.
  2. Click Add.
  3. Sign in to that service and allow LeadX access.
  4. The connected account then appears in the section.

Setting A Default Account​

If you connect more than one account of the same type, use the Default account option to choose which one LeadX should use.

Helpful Notes​

  • Until you connect anything, each section shows a message such as No Zoom accounts yet.
  • These accounts are personal to you — other members connect their own.