Inviting your team

Every person on your team who needs their own CaprikaOS login uses a seat on your plan.

How to invite someone

1. Go to Account Settings → Team.
2. Click Invite teammate and enter their email.
3. Choose their role (Agent, Transaction Coordinator, ISA, or Admin) — this controls what they can see and do.
4. They'll get an email with a link to set their own password.

Roles at a glance

• Agent — full access to their own leads, properties, and transactions.
• Transaction Coordinator (TC) — manages transactions across the team without owning leads.
• ISA — works the Pond and qualifies leads before handing them to an agent.
• Admin — sees everything on the team's account, including billing.

Running low on seats? Add more any time from Account Settings → Billing — see the Billing category for details.