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Members

The members section in Leadtime is used to manage external contacts, including access rights, contact details, and personality traits. You can also quickly generate a letter for a contact from the system.

The Members section in Leadtime is for recording and managing an organization’s contacts. Here you can document names, roles, contact info, and personal traits. You can also control who gets access to Leadtime – for example, as external guest users.

Leadtime interface

Access the members area

  1. On the left sidebar, open the Organizations section.
  2. Select the organization you want from the list.
  3. Switch to the Members tab in the top menu of the detail view.

Here you’ll see a list of everyone assigned to the organization.

Note: You can add organization members by import: Data imports

Show members

Leadtime interface

In the overview, you’ll see all current members with the most important details:

  • Name – full first and last name, possibly with a profile picture
  • Position – function or role within the organization (e.g. managing director, project manager)
  • Status – shows whether the member is active and allowed to log in to Leadtime

With the Quick search you can search for people directly. With Add filter you can narrow down results by status, position, or user role.

Member details view

Leadtime interface

Clicking a member opens the details view. It’s split into two tabs: Overview and Journal.

Overview

This tab shows all relevant data about the member:

  • Basic info: Name, position, academic degree, date of birth, active status
  • Access to Leadtime: Whether the member is allowed to log in and what role they have (for example, Guest or External)
  • Contact details: Address, email, phone number, and optional social media links
  • Personality: Level of influence, attitude towards your company and personality profile (for example, initiative, steady, dominant)

Journal

Leadtime interface

The journal is for documenting notes and observations about individual people.

You can do the following there:

  • Add entries and reminders
  • Record a member’s mood
  • Save internal notes for future chats or follow-ups

Compose letter

With the Compose Letter button, you can create formal letters for the selected contact right from the member area.

Leadtime interface

After clicking, a dialog with these fields will pop up:

  • Organisation – automatically pre-selected
  • Member – recipient of the letter
  • Date – preset to the current date, can be changed
  • Address type – organisation or personal address
  • Subject – title of the letter
  • Content – freely editable text area with macros

More about letters here: Organisations – Letters

Available macros:

Macros can be used to personalize letters and automatically fill in the relevant data. Here’s the full overview of all available macros in German and English version:

German macro name English macro name Description
#KundenUnternehmensName #clientCompanyName Inserts the name of the client’s organization.
#Ansprechpartner #contactPerson Inserts the primary contact person of the organization the letter is addressed to.
#NameUndPositionDesAbsenders #senderNameAndPosition Inserts the sender’s name and position (for example, “Thomas Tester, Managing Director”).
#NameDesAbsenders #senderName Inserts only the sender’s name.
#PositionDesAbsenders #senderPosition Inserts only the sender’s position.
#HeutigesDatum #todayDate Inserts the current date.
#SehrGeehrterKunde #dear Inserts a personalized greeting, automatically using “Dear Sir/Madam” depending on the recipient’s gender.
#Signature #signature Inserts the current user’s digital signature (saved in the profile settings).

Below you’ll find action buttons:

  • Preview: PDF preview without saving
  • Save: files the letter in the organization
  • Save and Download: saves and instantly downloads the PDF
  • Cancel: closes the dialog

Letters get saved automatically in the Letters tab of the organization and stay linked to each member.

Add Member

With Add Member you create new contacts inside an organization.

The following info is collected in the dialog that pops up:

Leadtime interface

Basic Information

  • First name, Last name
  • Gender (optional)
  • Title and academic degree (optional)
  • Date of birth
  • Avatar (profile picture)

Access to Leadtime

  • Active: defines if the member is listed in the system
  • Allow login: gives the member access to Leadtime (e.g. as guest user)

Contact details

  • Country, postal code, city, street, house number
  • Phone number, email
  • Link to social media profiles (optional)

Personality

  • Level of influence (high, medium, low)
  • Attitude (enthusiastic, neutral, rejecting)
  • Personality (dominant, steady, initiating, conscientious)

After saving, the member shows up in the overview and can be edited or deactivated if needed.

Guest user access

Members can be unlocked as guest users to get access to ongoing projects in their organization.

How it works:

  1. Add or edit member
  2. Allow login - turn on
  3. Choose role guestor a custom role based on it

The invited user will automatically get an email with an invitation link and can then set a password. Guest users can only access projects they’re assigned to.

This feature enables transparent collaboration with customers and partners, without

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