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How can I add new agents and/or reps?
How can I add new agents and/or reps?

You can invite new users to join your Structurely account by clicking on the building icon (Organization) in your account

Emma Holmes avatar
Written by Emma Holmes
Updated over 11 months ago

πŸ‘‰ Click HERE to go directly to your Organization within Structurely

πŸ‘‰ From the Dashboard of your Structurely account - click on the Organization icon on the far left side of your screenπŸ‘‡

πŸ‘‰ Once on the Organization tab, click "Invite Agents" in the top right cornerπŸ‘‡

πŸ‘‰ In the pop-up window, enter the new user's full name (first and last) and their email address

πŸ‘‰ You will also select which account the user belongs to from the drop down

πŸ‘‰ Once you have completed all fields, click SubmitπŸ‘‡

Note - if you would like to invite multiple users at once, you can upload a CSV file with the users' information. All you need to include is 2 columns:

1 - Agent Full Name

2 - Agent Email

Note invitation emails expire after 24 hours - so be sure and give your new users a heads up to be on the lookout for the email!

🎊 You're all set! If you have any questions shoot us a message via the little floating live chat bubble in the bottom right of this page πŸ˜ƒ

Or you can send an email to help@structurely.com and we'll get back to you!

πŸš€ The Structurely Team

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