Please follow the steps below to invite a member of your team to start using Canopy HQ as part of your agency. You have the option to add them as an admin or agent.
Please note: Only users with admin access can invite new team members.
Admin: Manager or senior position that will oversee teams and performance
Agent: Typically a lettings negotiator that will deal with your customers on a daily basis
Once they have created an account, they will be able to view the activity of the branches they are associated with.
Step 1:
Firstly you will need to log onto Canopy HQ
You will then see the main screen of your account. Please select 'Team Members'
Once you have selected ‘Team Members’ you will need to then select ‘Invite Team Member’
Step 2:
Enter the work email address of the agent you are adding.
Then select if you would like them to be added as ‘Admin’ or ‘Agent’.
Select which branch(es) you would like them to be associated with.
Click 'Invite Team Member'
Step 3:
The new user will receive an email and will need to select ‘View Invite’
Please see the article How to set up as a new user in HQ to assist them in setting up.