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Inviting a Customer's Team Members (Agent Assistants)
Inviting a Customer's Team Members (Agent Assistants)
Sydney R avatar
Written by Sydney R
Updated over a year ago

Does your customer have other members of their team that need access to your content? By following the steps listed below, you can easily add them!

Start by heading to the Customers tab and entering the Customer List. Use the search bar to find the customer account that you would like to add team members to. Click Edit to go to the page for this customer.

Next, select the Team Members tab on the customer's page and click the Add New Member Option.

Fill in the Team Member's information and press Create Team Member. The team member will be updated and displayed under Current Members. They will now have the same access to content as the original customer.

Please reach out to [email protected] if you have any questions on this.

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