When creating a team within Follow Up Boss, it's essential that there are tools available to properly manage everyone within the team. We provide quick settings for adding/removing users, changing user roles, exporting access, and checking team member statuses, amongst other settings.
Before you begin
- You must be an account administrator or have permission to manage users.
- Each team member must have a unique email address.
Invite a team member
To invite your team go to Admin > Team > + Add Team Members
Enter their name, email, and phone number to send them an invitation to join your team. Have a large team? No worries, check out Importing Team Members.
Billing
- Your account will be charged for each additional user who exceeds the number included in your plan.
- Upon adding a user, you will be automatically charged the pro-rated rate for the remainder of your current billing period (monthly or annual).
- You will see a confirmation screen showing the charge before inviting the user.
Access levels
- Account Owner - can change billing and export database
- Admin - access to all contacts and can delete leads
- Agent/Lender - access to leads that are assigned to them, cannot delete leads
For more information about each role's access, check out Users, Roles, and Permissions.
Account Owners and Admins can edit the user's access level whenever they would like by going to Admin > Team > Choose the Default Team > Edit > and then changing their Role.
What happens after I add a user?
Once a user is invited to your team, they receive an email where they can set up a password to access your team's Follow Up Boss account.
If your team member hasn't yet accepted this email invitation, you will see Invite Sent next to their name (by going to Admin > Team), with the option to resend the invitation if needed.
If Resend doesn't appear, then the user has accepted the invite. If they don't remember their password, it can be reset.
Team management
The Team screen gives you an overview of all users in your account. From left to right you can see:
- Name: User Name & Login Email
- Role: User Role (E.g. Owner, Admin, Agent, or Lender)
- Team: Team(s) the user is part of (Platform plans only)
- Phone: User mobile number
-
Connected email: Email that is connected to FUB
- Orange indicates the email is not connected
- A green checkmark indicates that they have their email connected.
- The blue arrows indicate that they have email sharing turned on.
- Connected MLS: Displays if the user has MLS Verification.
- Last seen: Their last login via Web and Mobile App
- Can export: If they can export contacts. (These permissions can be enabled by the Account Owner only.)
- Record calls: Calls are recorded for the user
- Pause leads: Pause new leads from being assigned to the user
- Actions: Each user's details can be edited by clicking Edit. Users can also be deleted from this page.