How to Add a Team Member in Housing Market Cloud
Tutorial 36 of 51 · 53 s
On the Housing Market Cloud Business plan you can add colleagues to your organisation by email address. This tutorial opens the Team panel in the console, finds Invite by email, types a colleague's address, chooses a role (agent or office manager) and an office, and sends the invitation. It explains what happens next: if the address already has a Housing Market account the person joins your team straight away, and if not they receive an email invitation and join when they create an account with that address. The same message appears either way, so the form never reveals whether an address has an account.
In this tutorial you will learn
- Where to invite a colleague in the Cloud console
- How to choose a role and an office
- What happens when the address already has an account, and when it has not
- Which roles you can give
Follow along: the steps
- This is your Housing Market Cloud console.
- Scroll to Team: your colleagues and their roles.
- Invite by email is part of the Business plan.
- Type your colleague's email address.
- Choose a role: agent or office manager.
- Choose an office if the person works in one.
- Click Invite.
- The answer is the same for every address.
- With an account, the person joins your team straight away.
- Without one, they get an email invitation and join when they sign up.
- A waiting invitation is listed with its role, never the address.