How to invite agents and staff to your agency

Invite estate agents and office staff to your Estate CRM workspace, give each person a role, cancel invitations and deactivate people who leave.

Everyone in your real estate agency gets their own sign-in. This article shows how to invite agents and office staff, change their role later, and remove access when someone leaves.

Owners and Managers can invite and manage people.

How do I invite someone?

1. Open Team in the Admin section of the sidebar.
2. Press Invite people.
3. Enter their Email, their Name (optional) and a Role. The role list shows what each role can do. See roles and permissions.
4. Press Send invitation.

They get an e-mail with a link to create their account. The link works for 7 days.

Each e-mail address can have only one Estate CRM account. You can’t invite an address that already has one.

What does the invited person do?

They open the link, see Join followed by your agency’s name, choose a password and press Create account. They land straight in your workspace with the role you picked.

If the link has expired, they see “Invitation not valid”. Invite them again.

How do I resend or cancel an invitation?

Invitations that haven’t been accepted yet are listed under Pending invitations, with the date each one expires.

• To cancel one, press Revoke.
• To send a new link, invite the same address again. The new invitation replaces the old one.

How do I change someone’s role?

In the Members list, pick a new role in the Role column. A few rules keep your agency from locking itself out:

• Only an Owner can make someone an Owner or change another Owner.
• Nobody can change their own role or status.
• The agency must always keep at least one active Owner.

What do I do when an agent leaves?

Open the actions menu (⋯) next to their name and choose Deactivate. They are signed out at once and can’t sign in again. Their listings, contacts and history stay in the CRM.

To see deactivated people, tick Show deactivated. From there you can Reactivate them.

Does adding people change my bill?

Yes. Plans are priced per active user, so your subscription adjusts automatically when someone joins or is deactivated. See plans and billing.