Before you start
- Team creation depends on the owner's current eligibility and plan. Staff capacity and invitation expiry are shown by the service.
Step-by-step instructions
- Open Agency teams or My agency and check whether team creation is available.
- Create the team using its actual business name and review the owner role.
- Invite the intended staff member using the correct email and an appropriate staff role.
- Copy and privately share the invitation link returned by the workflow. Do not assume an email was sent unless the screen confirms it.
- The recipient signs into the intended account and claims the invitation. The owner then reviews and approves the claimant where required.
- Check that the member is active before assigning work. Revoke an incorrect or unused invitation rather than passing it to another person.
Workspace links may ask you to sign in. Access depends on your role, plan and the records shared with you.
Claimed is not active
An invitation can be invited, claimed and awaiting approval, active, expired or ended. Sending a link or claiming it does not bypass the owner's confirmation or the account's eligibility checks.
Membership does not automatically share every listing, enquiry or managed tenancy. Sharing work and assigning Property Manager scope are separate decisions.
Troubleshooting
- The invitation was claimed by the wrong account
- Do not approve it. Check the claimant, end or replace the invitation as appropriate and ask the intended person to use their own account.