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What Team Management is for

Team Management lets you add teammates so they can help you onboard customers, manage agents, and support your agency.

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Where to find it

In the Partner Portal sidebar, open Team Management under the ACCOUNT section.
Team Management is a Premium Feature. Free Forever partners may see an upgrade prompt instead of the invite flow.

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Invite a team member

  1. Go to Team Management.
  2. Click Invite Team Member.
  3. Enter:
    • Name
    • Email
    • Role — choose Member or Admin
  4. Click Send Invitation.
After inviting, the teammate should appear in the list.
Roles:
  • Member — standard team access. Can perform day-to-day customer management tasks scoped by the permissions the partner owner has granted.
  • Admin — elevated permissions. Can manage team membership, billing, and settings in addition to Member-level actions.
Seeing the Team Management page also depends on having the Manage Team permission — not just being on a paid plan. If you’re on a paid plan but still can’t see the page, ask the account owner to grant you the Manage Team permission.

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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.

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Remove a team member

  1. Find the teammate in the list.
  2. Click Remove.
  3. Confirm.
Tip: Remove access immediately if a contractor leaves your team.

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Troubleshooting

  • I don’t see Team Management
    • You may be logged in as a team member without the Manage Team permission — even on a paid plan.
    • Ask the account owner to grant access or upgrade the member to Admin.
    • Your plan may not include the Premium Feature.

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Screenshots

Team Management page with the "No team members yet" empty state and an Invite Team Member button in the header