To add a team member to your account, click on your "Team" page!

Click the "+ MEMBER" button and enter the name and email address of the team member you would like to invite.

  • New members default to "MEMBER" access which is a very limited-permission account

  • Members are able to see the clients that are assigned to them. They cannot send contracts or invoices, but they can upload and share documents with a client in the client "FOLDERS."

Update your team member role to "ADMIN" if you would like for them to invite and see all clients, send contracts and invoices.

The OWNER role is the business owner who created the RPC account. All new clients will default to being assigned to the owner.

Below is a video tutorial walking through adding a team member!

Did this answer your question?