What if a user doesn't receive the invitation email?
Ask the user to check their spam or junk folder.
Verify that the email address was entered correctly in their profile. If not, edit the profile to correct it and resend the invitation.
You can resend the invite or copy and send the invite link to the user.
How do I handle duplicate user entries?
If a team member has been added more than once, determine which profile is correct or has the most up-to-date information.
Delete the duplicate entry by clicking the ellipsis (...) next to their name in the team list and selecting Delete.
Can I change a user's role after they are created?
Yes. You can edit a user's profile at any time to update their role, title, or other details.
What if I entered the contact's email incorrectly?
Navigate back to the Team/Contacts list under People.
Find the contact, click on their name to open their profile, and use the Edit function to correct their email address.
Can a professional contact see my properties?
No. Professional contacts don't have access to the platform.
What if a team member doesn't appear in the search results?
First, confirm they have been added to the platform under the main Team section.
If they are not in the system, you must add them first.
Ensure you are spelling their name correctly in the search bar.
How do I remove a team member from a property?
From the property's Team section, find the user's name, click the ellipsis (...) next to it, and select Delete.
This will not delete the user from the platform, but only their assignment to that specific property.