Team

Invite an agent by email

Admins can invite one person by email with their role set ahead of time. Open your organization and tap Invite Member. Type their email and name, pick a member type like Agent, and pick Viewer, Editor, or Admin. Tap Send Invite. They get an email and accept it in the app.

Organization plansUpdated By Isaac Stalzer

  1. The Invite section with Invite Member.

    Step 1 of 3

    Tap Invite Member

    Open your organization. Under Invite, tap Invite Member.

  2. Invite Member with an email, the name Casey, and Agent picked.

    Step 2 of 3

    Fill it in

    Type their email. Add their name if you like. Pick a Member Type, like Agent.

  3. The Role choices and the Send Invite button.

    Step 3 of 3

    Pick a role and send

    Pick Viewer, Editor, or Admin. Tap Send Invite.

Good to know

  • They need to accept the invite before they use a seat.

  • Changed your mind? Tap their role icon, then Revoke Invite.

  • Didn't get it? Tap Resend Invite in the same place.

Related questions

Related guides

Next guideChange a member's role or remove them
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