Invite your team
Bring agents into the agency and decide who can manage it.
5 steps
- 1Step 1
Open the team#
Owners and admins see Add Member on the Team section — on the agency page, and on the console's Agency profile tab.
- 2Step 2
Send the invitation#
Enter their email — people who already have a Shpia account are suggested as you type — add a personal message if you like, and press Send Invitation. Everyone joins as an agent; you can make them an admin later.
- 3Step 3
They accept#
They get an email and a notification, and the invitation waits for them on My Agencies. Accepting it on the agency page makes them a member. Invitations expire after seven days, so send a new one if it lapses. You are notified when they accept or decline.
- 4Step 4
Owner, admin and agent#
Owners and admins can do everything: edit the profile, invite and remove members, change roles and manage billing. Agents manage their own listings and viewings and see the team's totals, but not their colleagues' viewings. Nobody can remove the owner.
- 5Step 5
Change roles#
In the console's Members tab, owners and admins can Make admin, Remove admin rights or Remove from agency. Each asks you to confirm first.
Related guides
Still stuck?
Write to support@shpia.org or call us — we usually answer within two hours on working days.