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.

To add a team member, follow the instructions below:

Step 1: Click the 'cog' icon in the top right of your screen. Then select 'Team Members'.

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.