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How do I add a team member to my account?

Invite a teammate from Manage access and set the role they get on day one.

Written by Kaylan Pepin

Adding a teammate is free. The platform is free for brokers with no per-seat charge, so you can bring your whole team on.

From a business profile, open the Manage access tab, click + Invite members, enter their email, choose their role, and send. The roles at this layer are Business Owner, Collaborator and Partner. They will get an email to set up their own login, with the role you selected on the business you invited them from.

Click through the walkthrough above to see the Manage access tab and the invite screen. It shows a client being given access, and the screen is the same one you use for a teammate.


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