Add a Team Member

Step 1:

From the left-side panel, go to the gear icon and select Organization & Users or from the Profile icon, click Organization.

Step 2:

Fill out the following information in the boxes provided onscreen...

First Name
Last Name
Email Address
User Type and choose "Team Member"
Username
Password (you can set up a password for the user by using LastPass)
Invitation Message - you can add a customized invitation message for your new team member

Step 3:

Click Create User.

Things to remember when adding a team member

We'll auto-generate a username and password that the user can change.
You only need to invite team members who will be managing transactions.
You don't need to send invitations to agents, title, brokers, buyers, sellers, etc. - these users all have free portals that they can log in to.
If you are a single TC, you are not adding yourself as you have already been created.

Please take a look at our plans and features to see the cost of adding additional team members.