Integrations

Adding team members

Here we go over how to add a team member

Go to the Settings section in the left-hand column in the Agent Portal.

Select the Team Members heading.

Here your current team members will be listed.

To send an invitation, fill out your colleague's email and press Send.

To add extra team members, you'll also need to share Payroller. Click one of the following options to add your colleague.

If your colleague doesn't receive the email in their inbox, ask them to check their junk or spam folders. If it isn't in either of them, contact our support team who'll help them get this sorted.