Unlimited team members are a perk for both Basic and Pro subscribers. Here's how to manage your company's team members.
Add a Team Member
Go to your company profile, then find the Team tab. Tap the green +MEMBER button. Enter the name and email address for the new member, then hit "Send."
The member will receive an email invitation with a link to sign up for their own RPC profile connected to your company.
After signing up, new team members will have the default "Member" role. Here are the types of team roles:
Owner: The account's primary Admin - typically the business owner who created the company account. All new clients will be assigned to the owner by default.
Admin: Admins can view and access every feature available to the company owner, depending on the subscription plan.
Member: Members can see details of clients that are assigned to them, share documents with clients in Customer Folders, and receive and sign contracts sent to them by other vendors. They cannot send contracts/invoices or sign contracts.
Delete a Team Member
Go to your company profile, then find the Team tab. Find the team member to be deactivated. Click the 3-dot icon and select "Remove Member Access."
All of that team member's clients, contracts, and invoices will be automatically reassigned to the account owner, and the deactivated team member will no longer be able to log in.
Note: Admin users can reactivate a previously deactivated team member by clicking "Grant Member Access" from the team member table.