To add team members to your agency, you will need to upgrade to an Agency Plus membership.

To add someone to your agency

  1. Go to Settings  Members & Permissions
  2. Select Invite a New User and fill in the form, including choosing roles and permissions
  3. 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

  1. Close out all of the user's current contracts and proposals.
  2. Go to Settings  Members & Permissions
  3. Select the Remove from Team checkbox for the correct user or adjust their permissions
  4. Select the Update Permissions button

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