How do I add my assistant or my team?
Invite them from Settings > People and seats. Everyone on a team works in one account and shares its plan.
Steps
- 1On a computer or your phone's browser, open Settings > People and seats. Inviting is not available inside the iPhone and Android apps.
- 2Under Invite someone, choose the Seat: Agent or Admin. Each says in one line what it can do.
- 3Enter their Email and, if you like, their name, then press Send invite. The line under the form says what a new person adds to the bill.
You see "Invite sent to" their email. The invite shows in the list as pending; press Revoke to withdraw it. If the email could not go out, Gable shows the link with a Copy button so you can send it yourself.
For an assistant
There is no separate assistant seat. Invite your assistant as an Agent or an Admin, then send them the routine work:
- 1Open Settings > Team settings and choose them under Who handles assistant work. It saves as you choose.
- 2In each roadmap, set the tasks they should do to Assistant. Those tasks go to them on every new deal.
What it costs
Each plan includes one person. Each extra person is $49 CAD a month, Agent or Admin alike, and everyone shares the plan's limit on active transactions. Invites are free during the trial. On a paid plan, adding someone is prorated onto your next invoice.
Joining
The person opens the invite, checks their name and presses Email me a link to join, or uses Google with the same address. There is no password. They land in your account with no setup wizard: the roadmaps and showings inbox are the team's already. Their profile, calendar and Facebook Page are their own to set.
Note: an invite works once, for seven days. Someone whose email already has its own Gable account cannot join with it yet. They see "This email already has its own Gable account. Ask Gable support to move it."
If that doesn't work
- Only the owner and Admins can invite. An Agent sees the page read only, with a line naming who can.
- The invite expired: send a new one with Send invite.
- "That person is already on your team.": they are in the list already, perhaps under another name.
- For the account move above, open Chat with Support with both email addresses. Or email support@getgable.ca.
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Still stuck? Email support@getgable.ca. A person reads every message and replies in writing.