How to Invite a Team Member to Your Agency Account

Modified on Wed, Jan 29 at 7:09 PM

Step-by-Step Guide to Inviting Team Members

  1. Log In to Your Matchouse Account

    • Access your agency profile by logging into your Matchouse account.

  2. Navigate to the Team Management Section

    • Go to your profile and click on the "Invite Team Members" option.

  3. Fill Out the Requested Details

    • Enter the team member's email address.

    • Assign a role (e.g., Admin, Manager, Viewer) based on their responsibilities.

  4. Send the Invitation

    • Click the "Invite" button to send the invitation. The team member will receive a welcome email.

  5. Role Management

    • You can adjust roles anytime to grant or limit access to specific features. This ensures your agency operates securely and efficiently.

  6. Team Member Action

    • If the team member already has a Matchouse account, they can log in and join your agency instantly.

    • If they don’t have an account, they can create one using the invitation email.



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