Adding your teammates

There is no sign-up form. Nobody can put themselves into your brokerage — every account starts as an invitation from somebody already in it, which is why an open registration page would be a way for anyone who found the URL to walk into your customer list.

Who can invite

A team lead invites at agent only, and the new person lands on that lead's desk in the same step. That is deliberate: inviting somebody at manager would be a way to widen your own reach, and inviting them onto no team at all would create an account nobody is responsible for.

What you need

• Their name.
• A work email on your brokerage's domain. This is what they sign in with.
• Optionally, a personal email — and it is worth filling in. Read on.

The invitation link

When you invite somebody, the screen shows you the link. Copy it and send it however you normally reach that person — it works whether or not any email was delivered.

When somebody never accepted

Their account already exists and shows as invited. Work can be assigned to them in the meantime — leads, quotes and orders all attach to an invited account and are waiting the moment they first sign in.

To get them in, issue the link again rather than inviting them a second time: Settings → User Settings → Invitation link, or the same action on your own roster under My team. The previous link stops working at that moment, so there is only ever one live link per account.

What they do with it

1. 1They open the link and choose a password of at least twelve characters.
2. 2They give a personal email address for password resets. It cannot be on your company domain — a reset sent to a mailbox they have been locked out of is no reset at all.
3. 3They are signed in. A confirmation goes to that personal address.

When somebody leaves

Suspend them rather than deleting them. Suspending ends every open session immediately and leaves every lead, call and quote they handled attached to a real name. Deleting orphans that history. Suspended people are not billed for.