What Team Management is for
Team Management lets you add teammates so they can help you onboard customers, manage agents, and support your agency.Where to find it
In the Partner Portal sidebar, open Team Management. Note: This page may only be available if your account has the required permission.Invite a team member
- Go to Team Management.
- Click Invite Team Member.
- Enter:
- Name
- Role (example: member)
- Submit the invite.
Team member limits
Plans may limit how many team members you can add. If you hit your limit, the portal will show a message telling you to upgrade to add more.Remove a team member
- Find the teammate in the list.
- Click Remove.
- Confirm.
Troubleshooting
- I don’t see Team Management
- You may be logged in as a team member without permission.
- Ask the account owner to grant access.
Screenshots
