Invite teammates and manage team members

The Team tab is where owners and admins build out the organization — sending invitations, assigning roles, and managing who has access. This article walks through each task.

Invite a teammate

Head to Team and use the Invite teammate panel to send an email invitation. Owners and admins can choose Admin, Agent, ISA, or Lender; Owner access stays locked to the account creator.

1. Open the Team tab

   Go to Team. You'll see your team directory, the invite form, and a list of invitations.

2. Enter the email and pick a role

   In Invite teammate, type the person's email address and choose a role from the dropdown: Admin, Agent, ISA, or Lender. The role sets the starting preset, and owners or admins can fine-tune that member's permissions after the invite is accepted.

3. Send the invite

   Click Send invite. A confirmation appears, and the new invitation shows up in the Invitations list with a pending status.

Track and manage invitations

The Invitations list shows every invite and a colored status badge so you can see where each one stands:

• Pending — sent but not yet accepted.
• Accepted — the person joined and now appears in your team directory.
• Expired — the invite lapsed before it was accepted.
• Revoked — you canceled the invite before it was used.

For any pending invite, use the inline actions to Resend the email (handy if it was missed or expired) or Revoke it to cancel access. Both update the list right away.

Manage existing members

Your Team directory lists everyone in the organization. Use Edit on a teammate to open their member editor, then choose Roles & Permissions or SAMI Call Availability depending on what you need to update. The header also shows live counts — total members, pending invites, and how many people are SAMI-ready for call transfers.

1. Open a member

   In the directory, click Edit on a teammate to open their member editor.

2. Change their role

   Choose Roles & Permissions, then use the role preset dropdown to move someone between Admin, Agent, ISA, and Lender. Role preset changes show a permission preview and require confirmation before saving. You can't change your own role from here.

3. Remove a member

   Click Remove and confirm. This takes the person out of the organization and reassigns workflow ownership where needed. You can't remove yourself.

Set a member's SAMI call availability

Inside the member editor, owners and admins can choose SAMI Call Availability. This controls whether SAMI routes live calls to that person and when. Set their call transfer hours, the days they're reachable, and the destination number SAMI should ring. Anyone with transfers on counts toward the SAMI-ready total at the top of the tab.

Related articles

• Understand roles and what each can do
• Update your profile and call availability
• Manage organization-wide settings