Invite Team Members

Collaborate with your real estate team members, assistants, or partners by sharing access to your CRM—so you can stay organized with shared contacts, deals, and workflows.

Before You Start

To add users to your team, you may first need to upgrade to a Premium plan. Your billing will be updated automatically to reflect any additional users (↗️ see pricing).

• On a free trial, you can have a maximum of two (2) users. That includes yourself and one team member. If you need more users, please upgrade to paid Premium plan.
• You can only invite new RealOffice360 users. If your Team member has an existing RealOffice360 CRM account, please contact support to request to transfer it to your Team.

This guide shows you how to invite and set up team members in your CRM.

Add a Team Member

1. From the sidebar, click on Team Members.
2. Click the Actions > Rename Team to name it correctly for the invite.
3. Click Add Member.

4. Type in your team member's name and email address.
5. Click Add Member.

An invitation to create a RealOffice360 account linked to your team will be sent to your team member.

Manage Your Team

If you are the Team Owner (Administrator), you can add or remove team members at any time:

• Add Team Members by following the steps above.
• Remove Team Members to permanently remove them from the Team account.