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When a lead is generated for a specific adviser via a QR code or link this lead will be locked to one adviser as it is their lead.<br><br>

This lead will be assigned to that specific adviser and will not be able to be changed to a different adviser as that lead has arrived via their QR code.

What happens when leads are assigned by introducers?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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