Ready to work more productivity with your team? Learn how to Add new team members or invite them to join your workspace.
Does a team member not yet have an account? No worries, you can invite them to create one.
Invite Your Team Member to Join a Deal:
Before you begin inviting team members, you must have created a deal.
Navigate to the deal from the pipeline or the sidebar menu.
Once inside of a deal, click on members & clients in the deal's sub-menu.
Select the 'Add or Invite' button in the upper right-hand corner of the screen.
There you will be presented with the option to either search for an existing member or invite a new one.
1 | Search for existing team member users in your workspace
Use the search bar to find the name of the team member(s) you would like to add.
If they are already part of your organization's workspace, they will appear in the list.
Be sure to check the associated email with the name, check the box next to the correct person's name.
They will be added to the invite box, here repeat the process for any team members you want included on that specific project. Please note they will have full access to the deal including comments, tasks and status updates for that deal.
2 | Invite new team members to join your workspace. It's free
From the Members & Clients tab within a Deal.
Click the + Add or Invite > Team Members (shown above) blue button in the upper right.
Click +Invite New Team Member button
4. Select 'Org Member' which means they will receive an invitation to join the workspace.
5. Input their details and click Invite to save them to the invite box.
6. Repeat as many times as needed.
7. Once you have everyone you want to invite, please the blue 'Add' button.
Important: If you need to invite a user who does not belong to your brokerage firm or do not want them to belong to your workspace, please follow the instructions for adding a Guest Broker to a Deal.
Good To Know: User Types
Good To Know: User Types
Org Members: Selecting this user type invites the user to join your organization workspace, and enables you to begin collaborating on deals together. Once invited, new users can setup their TransactIQ workspace and get started.
Guest Brokers: Selecting this user type invites them to join the specific deal with you but does not create them as a member within your organization. A Guest broker includes your ability to customize your invite message.
The Default message is shown below:
Removing Members from a Deal
Removing Members from a Deal
It's easy to remove members from a project using the 3 dot menu on the right-side of a member record. They will no longer have access to the deal and will need to re-request to be added back.
