# Account Settings

> Set up your Lev account, manage your profile and company details, add team members, and understand user permissions.

Source: https://www.lev.com/docs/learn/account/account-settings

Last updated: 2026-05-11

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Set up your Lev account, manage your profile and company details, add team members, and understand how roles work.

Set Up Your Account

When you first use Lev, work through these in order.

1. **Sign in.** Open your organization's Lev URL and sign in with your **company email**. If prompted, complete two-factor verification from your inbox.
2. **Connect your email.** Use **Connect your email** on the home experience (or follow the email integration guide). That lets launch messages send from your account and keeps deal threads together.
3. **Sync contacts.** After email is connected, choose **Enable Contact Syncing** to surface professional lender contacts you've emailed. You review and confirm before anything is added to **Network**.
4. **Add contacts manually.** From **Network** → **People**, use **Add Contact** anytime you want to add lenders manually.
5. **Open Settings and complete your profile.** Click your **avatar or company** in the bottom-left sidebar → **Settings**. Complete **My Details** and **My Company**.

Email integration is what makes launch and reply tracking feel seamless. Synced or uploaded contacts make **My Network** useful on every deal.

Add a Team Member to a Deal

Invite colleagues from your organization to collaborate on a specific deal.

**Open Manage team.** On the deal **Overview**, find **Team** in the right sidebar and click **Manage team** (person icon with gear).

**Add someone and set their role.** Use **Add people…**, pick a colleague, choose a role, then **+ Add**.

- **Viewer** — Can see the deal; cannot edit.
- **Editor** — Can view and edit deal content and collaborate like you.

User Permissions

**Admin** — Full access across the org: all deals, user and role management, and organization settings.

**Editor** — On **assigned** deals: can edit, send placement email, upload/download files, edit Dealbook and terms, change deal team membership, and get deal notifications. Cannot open deals they are not on.

**Viewer** — Read-only on **assigned** deals: can view placements, documents, Dealbook, and terms. Cannot edit, upload, send mail, or change the team. Does not receive deal notifications.

If an Editor switches themselves to **Viewer**, an **Admin** must restore **Editor** access.

Manage Profile & Company

**Open Settings.** Click your name or company in the **bottom-left** sidebar, then **Settings**.

**Update My Details.** Set photo, name, title, phones, LinkedIn, bio, and email signature. Turn on **Add signature to all messages** if you want Lev to append your signature to outbound mail.

Use a clear headshot — buyers and lenders see it on outreach and shared materials. Keep phone and title accurate.

**Update My Company.** In the left sidebar, open **My Company** to edit logo, legal name, HQ state, site, financial highlights (liquidity, net worth, AUM), and company description.

We recommend using an email signature without any links or rich text. This will help improve email deliverability when reaching out to new lenders.