To add team members to your agency, you will need to upgrade to an Agency Plus membership.
To add someone to your agency
- Go to Settings > Members & Permissions.
- Select Invite a New User and fill in the form, including choosing roles and permissions.
- Select Invite User. The person will receive a notification to join your team and can accept or decline your invitation.
To remove someone from your agency or change their permissions
- Close out all of the user's current contracts and proposals.
- Go to Settings > Members & Permissions.
- Select the Remove from Team checkbox for the correct user or adjust their permissions.
- Select the Update Permissions button.