How do I add team members to my agency?
To add team members to your agency, open the account menu, choose Teams & permissions, then Add (the dialog is titled Add team member). Enter their Email, optionally Full name and Job title, pick a Role and send. The person needs a LiveRec account with that email, and the seat shows as Invited until they accept.
The tabs are Team members, Pending invites, Roles and Permissions; Activity log in the account menu records who did what.
Edge cases
- What a person sees is limited by their role and by the clients they may work on. Data is denied by default.
- Agency roles are owner, admin, recruiter and billing, plus any custom roles you create on the Roles tab. Only a role with billing rights can change cards or plans; others see a message to ask the agency owner or an admin.