Invite managers and agentsPremium
Create a one-time invite link for a manager or agent, share it on WhatsApp, and manage roles. Team members need the Premium plan.
Updated 26 Oct 2026 · Needs the Premium plan
Invite someone
- Open Team (owner only).
- Choose the role — manager or agent — and an optional note like "Ali, sales".
- Press Create invite link, then Copy link or Share on WhatsApp.
The link works once and for 7 days, and is shown only once. Lost it? Press New link on the open invite.
Joining
The new member opens the link and signs up with email and password (they confirm their email first) or with Google. They join your agency straight away with the role you chose.
Manage members
Change a member's role or deactivate them on their card. The owner can't be changed. Premium includes up to 10 team members; on Free the agency is owner only.
Related guides
- Roles: what owners, managers and agents can seeOwners see everything, managers run vendors and all quotes, agents create quotes and see only the client price. Enforced on the server.
- Team performance: sales, profit and win rateSee quotes, closed and lost deals, win rate, sales and profit per team member and for the whole team, by month, 30 days or year.