Team and roles
Invite your team, give each person a role and choose what each role can do.
Screens
How to
- Invite a teammateAdd a new person to your agency with a role and a branch; they get an email link to choose their own password.
- Change, disable or remove a team memberChange someone's role, branch or sign-in email, send them a password reset link, or stop them signing in when they leave.
- Create or change a roleMake a role that fits a job in your agency, switch its permissions on or off, set its discount limit, rename or delete it.
- Two-step sign-in for one teammateRequire two-step sign-in for one person, or reset it when they lose their phone, and how recovery codes help.
Understand
Questions and problems
Your next season deserves a better system
Set up your agency in an afternoon. Your team will thank you by the weekend.