To Invite a User to Estateably:
Click on the Admin Console (gear icon in the top-right of the screen).
Then, click the Invite Member button in the top-right corner. You can then enter the following details:
Full name
Email address
Team: if you are working in a firm that has multiple locations, you can specify which one. Otherwise, choose Users (the default team).
User role: The default roles are Organizational Admin, Team Director, Team Manager and Team Member.
You can preview each role's associated permissions by selecting it in the drop-down and viewing the Permissions section below.
You can also learn more about what each role entails here: Managing User Permissions
Click on "Invite" in the top-right corner.
Once you hit Invite, the user should receive an email invite within a few minutes.
The invitation will expire after 7 days, but can be re-sent from the Invitations Pending tab in Members and Teams.
Can't invite a user?
Please note that depending on your permissions (set by the administrator of your Estateably account), you may not have access to take these actions.
If you are unable to select any of these options, you can:
Reach out to the colleague that manages Estateably for your firm, and request additional permissions, or
Reach out to the Estateably administrator and request that they send the platform invitation to the new user.
To Manage a User in Estateably:
Click on the Admin Console (gear icon in the top-right of the screen).
Under the "Members and Teams" page and the "Members" tab, select the user you would like to edit.
Directly next to their user profile picture (or a circle with their initials in it if they never added a photo), there will be an "Edit" and a "Deactivate" button.
Select the "Edit" button.
This will allow you to change their First and Last name, Phone Number, User Role, and Title if necessary.
Select the "Save" button on the bottom right when complete.
To Deactivate a User from your Estateably Account:
Click on the Admin Console (gear icon in the top-right of the screen).
Select the User you would like to Deactivate by selecting their Member Profile under the "Members" tab
Directly next to their user profile picture (or a circle with their initials in it if they never added a photo), there will be an "Edit" and a "Deactivate" button.
This will then "deactivate" them as a user and they will no longer be able to log in. This user will also no longer be counted towards your number of users for your Estateably Plan.
To Delete a User completely from your Estateably Account:
Follow the Deactivation steps above.
Once the User has been deactivated, follow the same steps as above and now instead of seeing "Deactivate" you will see "Delete".
Select the "Delete" option and the user will be deleted completely from the account.