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Inviting Your Team to Properti

You can bring your team onto Properti in two ways: by creating a user profile for them or by sending them an invitation to set up their own account.

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  1. Go to Team and click Add team member.

  2. Enter their name, email and role, then click Add. We create their account straight away. Nothing is emailed yet.

Add team member dialog

  1. Click Send invite now, or Send later and use Send invite on their row in the Team table when you're ready. For agents you can also click Complete their profile to add their bio, photos and contact details, which show up on creatives.

Account created

Keeping track of invites

Each invite's status shows in the Team table: Invite not sent, Sent, Expired or Active. Use Nudge to send a reminder with the same link (once an hour at most). If an invite has expired, click Re-invite and confirm with Send new link. We also send automatic reminders 3 and 7 days after an invite is sent.

Team table with invite statuses
Re-invite dialog

Already on Properti?

If the person already has a Properti account, you'll see Already on Properti. Click Invite them, and they stay pending until they accept.

👉 Note: Even if you create their profile, each team member must still log into Properti and connect their own accounts under Apps in their account settings.

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