Option 1: Create a User
Go to Team Invite in your dashboard.
Click the Create User icon.
With this option, you can pre-fill important details such as:
Profile picture
Contact information
Bio
đ Note: Even if you create their profile, each team member must still log into Properti and connect their personal LinkedIn page under the APPS tab in their account settings.
Option 2: Invite a User
Go to Team Invite.
Click the Invite icon.
This will send your team member an invitation, allowing them to complete their own setup (profile, contact details, bio, and LinkedIn connection).
Choosing the Best Option
Create a User if you want to speed up the process and have consistent branding ready for your team.
Invite a User if youâd prefer them to take ownership of their setup.
đ„ Watch the step-by-step video tutorial here:
