Understand the difference between Team Members and Users, and how to build your organization with shared visibility and accountability.
Users vs. Team Members
Capability | Team Members | Users |
Added to your list of team members | ✅ | ✅ |
Appears in hierarchy reports | ✅ | ✅ |
Does their own data entry | ❌ | ✅ |
Shares data with their Upline | ❌ | ✅ |
Tracks their own clients, deals, leads & recruits | ❌ | ✅ |
Access to built-in carrier/product data | ❌ | ✅ |
Add Team Members
Go to Team > + New
Complete the required fields
Choose Create Team Member to only add the person to your list in the app or Create & Invite to immediately send an invitation for them to join.
Invite a Team Member to Become a User
Go to Team tab
Search for the Team Member
Choose Invite from Row Actions
Add Team Members in Bulk
Download this CSV Template
Add your Team Members to the file, including all required fields for each row:
Email address
First Name
Last Name
Contract Level
Agent Code
Upline Agent Code
Create a Support Ticket and Attach your Completed file
Invite Team Members in Bulk
Go to Team tab
Check the boxes next to each Team Member you want to invite.
Go to the Actions drop down
