Accepting a team invite and what you can do

Did an agent add you as their transaction coordinator? Here's how to accept the invite, and what you can do once you're on their team.

It starts with the agent. Avery opens Settings, goes to Team and seats, and clicks Add a TC.

She types her TC's name and email. Agent Pro includes one TC seat, so this one costs nothing extra.

Then she clicks Send invite. Dana shows as Pending until she accepts.

Dana gets an email from ClosedEasy, and its link opens the invite for fourteen days. Clients see Avery's name, and the seat is free for Dana: it's on Avery's plan.

The invite only works with the email it was sent to. Dana is new, so she clicks Create your account. Already have one? Sign in instead.

She signs up with that same address, and clicks Create account.

Back on the invite, now signed in, she clicks Join Avery's team.

She lands on Avery's page. You're on Avery's team: Avery chooses which deals Dana works on, and they show up here.

From then on, her dashboard lists Teams you're on. Each agent she works for gets their own page.

Avery's deals are listed here. New deals add Dana automatically, and she can open deals for Avery with New deal for Avery.

On a deal, Dana works it like Avery would. She ticks off steps,

posts updates for the clients, who get them by email and push,

and handles the documents and the client invites. Avery sees everything she does in the Activity tab.

What she can't do: manage Avery's team or billing, or delete a deal forever. She can archive a deal, but only Avery can delete one.

Clients see everything as Avery. Dana's page says so: Clients see, Avery only.

That changes only if Avery turns on Show my coordinator to clients, in her Team settings.

Then clients see Dana as Avery's coordinator, and her updates show her own name.

That's it. Open the invite, use the email it was sent to, join the team, and work the agent's deals under their name.