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Tips for navigating RPC
How do I add a team member to my account?
How do I add a team member to my account?

Invite unlimited team members to your business account so you can manage clients and projects seamlessly

Kelly Beeby avatar
Written by Kelly Beeby
Updated over a week ago

To add a team member to your account, click on the "More" item in your left-side navigation, and select "Team"

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, share documents with clients in "FOLDERS", and receive and sign contracts sent to them by other vendors. They cannot send contracts/invoices or sign contracts.

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

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

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