How to assign roles to staff and agents

• Go to settings (gear icon).
• Select „Company Settings“.
• Choose „Staff/Agents“ to view all connected individuals, including their email and assigned role.

• Click „Invite Individual“.
• Enter the individual’s name and email address.
• Select their role by clicking the button next to it.
  • Project-specific roles: After selecting the role, choose the specific project by checking the appropriate box below.
    • Note: Only one role can be assigned per individual.
• Press „Invite“ to send the invitation.

Agents are employees of or representatives from other companies.

• Go to „Agents“ to view connected companies. If no companies are listed, you’ll need to create one.
• Find the company and click the three dots icon next to the company discount.
• Select „Edit“ to open the company info window. Here, you can:
  • Choose an existing user from the drop-down menu.
  • Invite a new agent by entering their name and email.

• After sending the invitation, the recipient will receive an email with an invitation link.
• The invited individual must accept the invitation to activate their role.
• Until acceptance, they will appear under „Pending Individuals“ in the „Staff/Agents“ overview.

• To edit or delete a staff member or agent, click the three dots icon next to their role in the „Staff/Agents“ overview.
  • Note: Only users with the necessary permissions can edit or delete roles.