As a Navexa Pro subscriber, you can add as many team members to your account as you like.
This allows them to perform functions like managing specific clients.
Sign in as a Pro Account Owner or Account Administrator, then follow these steps to add a team member.
Step 1: Select Account (the avatar) at the bottom left of the navigation rail, then select Team Members.
Pro Account Owner example. Available menu options depend on your role.
Step 2: Click 'Add Team Member' at the top right of the Team Members screen.
Step 3: Fill in the team members details and click 'Add User'.
Upon clicking 'Add User' this will send an email invite to the person to create a Navexa account.
Done! The team member is now added to your account.
To give them specific permissions to certain portfolios, read how to do that in our help article: Give Team Members Permission to Access Clients.