Inviting Members
Overview
As long as the email address domain matches your organizations, inviting new members and increasing your seat count is as easy as adding an email address and sending an invite. Once an invite is sent, it is valid for 7 days.
Inviting New Members
Owners can invite members to the organization or to a specific workspace. Here's how:
Go to the "Members" tab in Settings, under the 'Organization' section.
Click the "Invite People" button.
In the modal, enter the person's email address. This should match the email domain of your brokerage.
If you want to add them to specific workspace(s), select the workspace via the dropdown.
Click "Send Invites".
All users must be part of at least 1 workspace.
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