Team Management: Inviting, Assigning, and Removing Users

Only an Admin invites people, changes roles and deactivates or removes members. Managers and Team Leads can see the team on the Team page.

Invite people

1. In Team, press Invite, then Single Invite — or Bulk Invite for several people at once.
2. Choose the role and enter the email address. A personal note is optional.
3. Press Send Invite.

The invitation is valid for 7 days; if it expires, send a new one.

Team size by plan: Solo — one user, the Admin; Starter — up to 5; Professional — up to 20; Enterprise — as set in your Order Form.

Assign deals

Open the deal, press Edit, and in the Parties section set Assigned Agent — the agent who owns the deal. Commission and leaderboard credit follow this field. A Team Lead can reassign deals within their team.

Change a role

Open the member's menu and choose Change Role; the person receives an email about it. Use Manager for company-wide oversight and Team Lead for someone who leads a team of agents.

When someone leaves

• Deactivate — they can no longer sign in; their deals stay in place, and Reactivate brings them back later.
• Remove from Team — permanent. Their deals and tasks are left without an owner, so reassign them first.

Team performance: Reports → Team

Admins and Managers see the Agent Leaderboard: Active, Completed, Cancelled, Conversion, Avg Days and Commission (period) for each agent. Deal counts and conversion are all-time; only commission follows the period you select.

Good practice

• Keep a second Admin, so the account never depends on one person.
• Deactivate people who leave, the day they leave.
• Give every deal one owner: set its Assigned Agent.