Setup an agency

Setting up and managing workspaces in Shipper CRM is simple and straightforward. This guide walks through how to setup an agency.

Initial Setup

1. After completing the initial onboarding process, you'll be directed to the organization setup screen.

2. Here, you'll be prompted to set your organization name (if you haven't done so already). This is the top-level name for your brokerage.

3. When prompted to select your organization structure, select Multiple Agencies

4. We will automatically create workspaces for each agent that has joined your organization. You can add more later if needed. We default to Untitled LLC during the initial setup but either the owner or the agent can update this after the workspaces are created.

5. Review your setup and confirm.

Creating Additional Agencies

After the initial setup, owners can create new workspaces as needed. Here's how:

1. Navigate to Settings.

2. Select "Workspaces".

3. Click "Setup a new agency".

4. Setup the new agency by giving it a name. This will usually be the legal entity (LLC).

5. Click "Create New Agency" to finalize the new workspace.

Inviting New Members

Owners can invite members to the organization or to a specific workspace. Here's how:

1. Go to the "Members" tab in Settings, under the 'Organization' section.

2. Click the "Invite People" button.

3. In the modal, enter the person's email address. This should match the email domain of your brokerage.

4. If you want to add them to specific workspace(s), select the workspace via the dropdown.

5. Click "Send Invites".

All users must be part of at least 1 workspace.

You can also invite team members from the settings page for a specific workspace. To do this:

1. Go to Settings > Workspaces > Click on the workspace you want to add a member to.

2. Click the "Add a Member" button.

3. Click the "Invite people" button, and then add the emails of people you'd like to invite.

Adding Existing Members to Workspaces

Workspace owners can also add existing members to new workspaces. Here's how:

1. Go to Settings > Workspaces > Click on the workspace you want to add a member to.

2. Click the "Add a Member" button.

3. Click on the name of the person you want to add in the dropdown.

4. The user will automatically be added to the workspace - no confirmation is needed.

Note: Adding existing organization members to a workspace doesn't require an email confirmation.

Accepting Invites

New members can join the organization or workspace in two ways:

1. Via email invitation:

   • Click the link in the invitation email.

   • If new to Shipper CRM, complete the sign-up process.

   • Accept the invitation to join the organization or workspace.

2. Via the workspace switcher:

   • Log in to Shipper CRM.

   • Open the workspace switcher in the sidebar.

   • Look for pending invites at the bottom of the switcher.

   • Click "Accept" next to the relevant invite.