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Team Collaboration & Agent Management

Working with agents, managers, or social media teams? Learn how to add team members, set permissions, and collaborate effectively while keeping your account secure.
  • Getting Started & Account Setup
  • Link-in-Bio Creation & Customization
  • Booking Management & Integration
  • Contracts & Invoices (Pro Features)
  • Team Collaboration & Agent Management
  • Profile Setup & Customization
  • Pricing & Plans
  • Technical Support & Best Practices
  • Advanced Features
  • Best Practices
    • Getting Started & Account Setup
    • Link-in-Bio Creation & Customization
    • Booking Management & Integration
    • Contracts & Invoices (Pro Features)
    • Team Collaboration & Agent Management
    • Profile Setup & Customization
    • Pricing & Plans
    • Technical Support & Best Practices
    • Advanced Features
    • Best Practices
  • How do I add team members or agents?

    Go to the "Team" section in your sidebar Click "Add Team Member" Enter their email address Select their role (Agent, Friend, Social Media Manager) Send the invitation Wait for them to ...
  • What are the different team roles?

    Agent: Full access to bookings, contracts, and client management Friend: Limited access for collaboration and support Social Media Manager: Access to promotional materials and social media ...
  • How do agents access my account?

    Agents receive an invitation email and create their own login credentials. They can then access your account with permissions based on their assigned role. This keeps your main account secure whi...
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