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 your Accounts menu (∨) > 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 your Accounts menu (∨) > 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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