Invite your team
Add agents and staff and choose what each person can do.
What this is
A role is a permission level — owner, admin, agent, and so on. It controls which menus each person sees.
Invite sends an email link so a teammate can create their login.
UI path: Settings → Team Management
What this motion shows
1. Open Settings → Team. 2. Click Invite. 3. Type the person's email. 4. Pick a role (Owner, Admin, Agent, Content editor, or Viewer). 5. Click Send. 6. They get an email with a join link.
Steps
Open team settings
Go to Settings → Team Management.
Click invite
Click Invite member. Type their work email.
Pick a role
Owner — full control. Admin — almost everything except billing. Agent — clients and listings. Content editor — blog and website content. Viewer — read only.
Send the invite
Click Send. Tell your teammate to check email (and spam folder) for the join link.
Confirm they joined
Refresh the team list. Their name should show Active after they accept.
Expected result
Each teammate can log in and only sees the screens their role allows.