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How do I add a new sub-account (team member)?

Use [Users] to invite a new team member, set their role, and control which properties they can access.

Entry:

  • Web: [My Profile] -> [Users]

Web​

Step 1 Open [My Profile] -> [Users], then click [New User].

Users Entry

Step 2 In [Create New User], complete the required setup:

  • [Login Email Address]
  • [Full Name]
  • Optional [Cell Phone]
  • [User Role]
  • For non-vendor roles, keep [All Properties] on or choose [Assigned Portfolio]

Create New User Form

Step 3 Click [Save].

The system sends an activation email and adds the new user to the list with [Invited] status.

Invited User Status

App​

The current operator App does not provide a team-member sub-account creation entry. Use Web for this task.

Platform differences​

TopicWebApp
Entry[My Profile] -> [Users]Not available
Create flowOpen [Create New User], complete the form, then click [Save]Not available
ResultNew user appears with [Invited] statusNot available

Note:

  • The create form uses the same main access fields as the current [Edit] dialog.
  • Vendor roles switch the lower part of the form from property access to vendor selection.
  • If your workspace reaches its sub-account limit, [New User] is blocked until you add or free a slot.