# Invite your team

> Invite agency teammates from Users so they can sign in to the agency app. This is not a client portal invite.

URL: https://www.agencytitan.com/help/getting-started/invite-your-team/

Invite people to your agency so they can sign in to the agency app. A team invite is not a [client portal invite](/help/clients/invite-a-client-portal-user/). Portal contacts stay outside your agency team.

## Who this is for

Owners and users with the **Admin** role who add agency teammates. Requires **View Users** to open the list and **Invite Users** to send invitations. Without **Invite Users**, the **Invite Users** button does not appear.

## Before you begin

- You are signed in to the correct agency.
- You have the person's work email address.
- For a **Member**, know which department and level they should receive, if any. Create those first if they do not exist. See [Set up departments and levels](/help/getting-started/set-up-departments-and-levels/).

New to roles? See [Core Concepts](/help/getting-started/core-concepts/).

## Open Users

1. Open **Settings**, then **Team & Access**, then **Users** ([/settings/agency/users](https://app.agencytitan.com/settings/agency/users)).
2. Confirm the list shows each teammate's name, email, role, departments, status, and last active time.

![Users page with Search users, Invite Users, and a table of teammates showing User, Email, Role, Departments, Status, and Last Active](/docs/screenshots/invite-team-v1/users-list.png)

## Open the invite page

Select **Invite Users**.

The **Invite Team Members** page opens. **Back to Users** returns to the list.

![Invite Team Members page with Role set to Member, optional Department Assignments, Email Addresses, Cancel, and disabled Send Invitations](/docs/screenshots/invite-team-v1/invite-page.png)

## Choose a role

1. Under **Role**, keep **Member - Access controlled by department level** unless this person should be an **Admin** or **Owner**.
2. **Member** access comes from department levels. **Admin** has the same product access as **Owner**, except impersonation rank and owner removal. See [Core Concepts](/help/getting-started/core-concepts/).
3. Only an **Owner** can invite another **Owner**.

## Optional department assignments

Department assignments appear when **Role** is **Member**. They are optional.

1. Select **Add Department**.
2. Choose **Department** and **Level**.
3. Optionally select **Set as primary department**.
4. Select **Add**.

You can assign departments later from the user's profile if you skip this step.

## Enter email addresses

1. Under **Email Addresses**, enter the work email for the first person.
2. Select **Add another email** to invite more people with the same role and department assignments.

**Send Invitations** stays disabled until at least one valid email address is entered. The page shows **Enter at least one valid email address** until that is true.

## Send the invitations

1. Select **Send Invitations**.
2. Select **Back to Users** if the page does not return on its own.

If the address already has an AgencyTitan account, that person is added to this agency instead of creating a second login.

## Expected result

- The **Users** list includes a row for each invited address.
- New invites show status **Invited** until the person accepts and signs in.
- Accepted teammates can open the agency app with the role you chose.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **Users** is missing from Settings | You lack **View Users** | Ask an Owner or Admin to grant **View Users** |
| **Invite Users** is missing | You lack **Invite Users** | Ask an Owner or Admin to grant **Invite Users** |
| **Send Invitations** stays disabled | No valid email address is entered | Enter at least one complete email address |
| Invite as **Owner** fails | Only an Owner can invite another Owner | Sign in as an Owner, or invite as **Admin** or **Member** |
| The person received a portal login, not the agency app | A client portal invite was sent from the client record | Use **Team & Access**, then **Users**. See [Invite a client portal user](/help/clients/invite-a-client-portal-user/) for the other path |

## Related articles

- [Set up departments and levels](https://www.agencytitan.com/help/getting-started/set-up-departments-and-levels/): Create departments, add levels, and grant permissions so Members get the right access before you invite the team.
- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.
- [Invite a client portal user](https://www.agencytitan.com/help/clients/invite-a-client-portal-user/): Invite a client contact to the client portal so they can sign in and access this client's workspace. Send a client portal invite from the Client Portal Users page.
- [Agency settings](https://www.agencytitan.com/help/settings/agency-settings/): Update agency identity and branding, and understand how users, roles, departments, and department-level permissions work together.
- [Welcome to AgencyTitan](https://www.agencytitan.com/help/getting-started/welcome/): Sign in, find the main areas of the agency app, and choose a first-week path.