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Invite Your Team

29 August 2023
Feature release

Assemble your team easily with our new staff manager.

Agency Principals and Office Admins can now add, approve and remove users.

Under the Office menu, select Staff to view the list of your staff members.

Invite: Click Add Users to invite your team members — they’ll receive an invite email and will be added to your office on signup.

Approve: If a team member requests to join your Agency, click the blue tick icon to the right of the person’s name to approve them.

Remove: If you need to remove someone from your office, click the orange remove icon to the right of the person’s name.

Once you have added your team, you can quickly attach them as contacts to any referrals.

Try out the latest feature today

Login to the portal and take this latest feature for a spin. We're continually improving and expanding what our portal has to offer so check back soon for more great feature releases.
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