I want to invite a team member

Screen_Shot_2022-02-07_at_5.26.11_PM.png

To invite a team member, you can click on the gear icon in the top-right of the screen.

Then, click the Invite Member button below. You can then enter the following details:

  1. Full name
  2. Email address
  3. Team: if you are working in a firm that has multiple locations, you can specify which one. Otherwise, choose Users (the default team).
  4. Select the User Role. 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.

Once you hit Invite in the top-right corner, 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.

Screen_Shot_2022-02-07_at_5.28.15_PM.png

Next steps

If you are still having difficulties, please create a support ticket by emailing support@estateably.com, or wait for a response if you've already created one.

If you've created a support ticket but solved your issue using this article, please let us know by responding to the follow-up email.

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