How to add an employee

Adding an employee gives a teammate access to handle contracts and customers in your office. The platform automatically emails them their login details after you save. The whole process takes about a minute.

Before you start

You must be signed in as Owner or Administrator.
Have the employee's first name, last name and email address ready.
Decide which agency and office they will work in.

In the left sidebar, click Employees. The list of current employees opens.

The Employees item in the left sidebar

Step 2: Start a new employee

At the top right of the employee list, click New employee.

Step 3: Pick the agency

Open the Agency dropdown and choose the agency the new teammate will work for. Owners only see their own agencies, so most of the time there is just one to pick.

Selecting an agency from the dropdown

Step 4: Pick the office

The Office dropdown becomes active as soon as you choose an agency, and lists only the offices that belong to it. Pick the office where the employee will work day-to-day.

Selecting an office

Step 5: Enter their name and email

Type the employee's first name, last name and email. The first and last name each need at least three characters. The welcome email is sent to the address you enter here, so double-check it before moving on.

Filling in first name, last name and email

Step 6: Set a password

Type a password and repeat it in Confirm password. The password must be at least 8 characters long and contain an uppercase letter, a lowercase letter and a digit. The rules tick green as you type, so you can see at a glance which ones are still missing.

Password rules turning green as the password is typed

Step 7: Save

Click Save. The page redirects to the employee list, filtered to the office you just picked, with the new employee at the top.

The employee list showing the newly added employee

What happens next

A welcome email lands in the employee's inbox, with the email address and the password you set as login details. Ask them to sign in and change the password right away — the one you typed is meant only for the first login.

Once signed in, the employee can immediately see and manage contracts in their office. They cannot change agency settings, add other employees, or look into contracts from other offices.

Editing or removing an employee later

Open Employees in the sidebar, find the row, and use the icons on the right:

Edit — change the name or move the employee to a different office.
Delete — remove the account. Any active contracts move back to the agency, so nothing is lost.