How to Invite Team Members

If you're on a Team plan, you can invite other agents to collaborate inside your account. This allows you to schedule open houses, capture leads, and track performance as a team.

Before You Start

• Inviting users is only available on the Team plan.

• If you don’t see the option to invite users, you’ll need to upgrade first.

Step 1: Go to Accounts

1. Click your profile icon in the top-right corner

2. Select Accounts

3. Choose the account you want to manage

Step 2: Open the Team Page

Once inside your account:

• Click View next to the account

• You’ll see your team members listed

Step 3: Invite a User

1. Click Invite a User

2. Enter:

   • Full name

   • Email address

3. Choose a role:

   • Admin – full access to manage the account

   • Agent – can host open houses and capture leads

   • Guest host – limited access for hosting only

4. Click Send invitation

What Happens Next

• The user will receive an email invitation

• Once accepted, they’ll be added to your team

• They can immediately start hosting open houses under your account

Managing Team Members

From the same screen, you can:

• Edit user roles

• Remove users

• View who is part of your team

Why This Matters

Adding team members allows you to:

• Schedule open houses across multiple agents

• Route leads to the right person

• Track team performance with reporting

Need to Upgrade?

If you’re currently on a Free or Pro plan:

1. Go to Billing

2. Click Choose a plan

3. Select the Team plan