Adding staff members through secure invitations ensures that only authorized individuals gain access to your firm’s dashboard. By assigning each user a specific role and office, the system controls what they can see and manage, preventing unauthorized access to sensitive reports or client information. This structure keeps your workflow organized, protects compliance-related data, and ensures every team member has the right permissions to perform their responsibilities effectively.
Adding Team Members
- Open the Staff section
Go to the My Staff tab or open a specific office and navigate to its Staff tab. - Click + Add Team Member
On the right side of the screen, select the blue + Add Team Member button. - Enter the user’s information
Fill in the team member’s name, email address, assigned office(s), and permission level. - Select a permission level
Choose one of the following roles from the Permission Level: Staff, Manager or Admin - Send the invitation
Click Send Invite to deliver a secure email link to the team member. They’ll create a password and appear as an Active User once they accept.
This process ensures every team member has the correct permissions and office visibility, maintaining security and clarity across all locations.
How the Invitation Flow Works (Email-Based)
Once you send the invite:
The recipient receives a secure email from your firm on our domain (or your white-label domain if configured).
The email includes an Accept Invitation button that opens a one-time setup link.
They set their password, confirm their profile information, and gain access only to the offices assigned to them. We recommend bookmarking either the invitation email, or the login page, for easy access.
What the Recipient Sees
The recipient’s invitation email includes:
- Your firm’s name and branding
This helps the recipient immediately recognize who the invitation is from and reinforces trust, especially if your firm uses white-label settings. - Accept Invite button
This button contains their secure, one-time activation link. Clicking it begins the account setup process.
After clicking the activation link, the recipient sees:
- A Create Password screen
They are prompted to create a secure password to activate their new account. - Immediate access to your firm’s dashboard
Once the setup is complete, the system logs them in and displays only the offices and permissions that were assigned to them during the invitation process.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
