As an Account Administrator, you can add and invite members of your team to their own Benefix account in a few simple steps.

1. Click on your profile image in the top right-hand corner of your web-page and select "Users."

2. This will take you to your complete users list. Here, you can add a broker to your agency.

3. Below is what a broker invitation looks like. Fill in their first name, last name, email and then select their brokerage and role. Be sure to hit send once you're finished!

*NOTE* If you're wondering what role you should assign to your new team member, click the article below to view a list of each role's permissions and account access:

Roles and Permissions


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