Invite your team

Editorial illustration of blank invitation envelopes and tokens joining a workspace node.

Invite people to your agency so they can sign in to the agency app. A team invite is not a client portal invite. 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.

New to roles? See Core Concepts.

Open Users

Open Settings, then Team & Access, then Users ( /settings/agency/users (opens in new tab) ).
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 — View full size

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 — View full size

Choose a role

Under Role, keep Member - Access controlled by department level unless this person should be an Admin or Owner.
Member access comes from department levels. Admin has the same product access as Owner, except impersonation rank and owner removal. See Core Concepts.
Only an Owner can invite another Owner.

Optional department assignments

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

Select Add Department.
Choose Department and Level.
Optionally select Set as primary department.
Select Add.

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

Enter email addresses

Under Email Addresses, enter the work email for the first person.
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

Select Send Invitations.
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 for the other path