In this article, we will walk through step by step how to create a team in your Offrs account. Team members will have their own login information and will only be able to view the data that is assigned by the main account holder.
Purpose: Creating a team is beneficial if you are looking to share and/or work the data with multiple agents.
*Note: The data will not be shared will your team members automatically. Any data will have to be manually assigned. Please see our article "How to Assign territories to your Team Members" for more information or email firstname.lastname@example.org.
Log on to your Offrs account
Select your name at the top right-hand corner
Select 'Account Settings'
Locate the 'Advanced' mondule
Select 'Add a Team'
Create a name for your team
To invite team members to your team
Select your team name
Select 'Add Team Member'
Enter the email address of the team member you want to invite
The team member will receive an invite email. They must create an Offrs profile using the link in the invite to become team members and attached to the main account holder.