Adding a New Team Member

In the left-side panel, click Team.

Click Send Invite.

Enter the email address of the person you want to invite.

Select a Role:

• Owner – Full permissions, including access to sensitive areas such as billing.

• Member – Limited permissions; ideal if you want to restrict access to sensitive information.

Choose the Position Title (e.g., Team Leader, Real Estate Agent).

Click Send Invite.

The user will receive an email invitation. After they accept it, they will appear as a user in your database.