To invite a team member 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.