Reesio Support Center

Invite Other Brokerage Members

Last Updated: Apr 08, 2015 12:11PM PDT
As a reminder, do NOT have your brokerage members sign up separately from the home page, otherwise they will be creating their own brokerage within Reesio and will not be part of your brokerage. Instead, there are three different ways that you can invite members into your Reesio brokerage:
 
From anywhere in the product

The first way that you can invite your brokerage members into your Reesio brokerage is via the "Invite Brokerage Members" button, which can be found on the left-hand side anywhere within the product:




After you click on the Invite Brokerage Members button above, a window will appear and it will give you two options for sending invitations to your brokerage members to get them to join your brokerage in Reesio.

1) The first option is to enter in the email addresses of each person in your brokerage in the box on the left side, separated out by commas. Reesio will then automatically send an invitation email to the recipients with instructions for joining your brokerage:




OR

2) The second option is to copy the unique URL that Reesio has generated for your brokerage, and share this link with everyone in your brokerage. Click the green "Copy URL" button and the link will be copied to your clipboard. Then share this link with everyone in your brokerage and when they click on the link, they'll be prompted to create a new Reesio account that will be tied to your brokerage:




Regardless of which of the two methods that you use above, the invited members of your brokerage will be invited to join your brokerage using the following flow. The first thing they'll be prompted to do is enter in their name, email, and password in a window with your brokerage info in the background. Notice how this is a very different interface than the home page signup form:




If the invited member already has a Reesio account, they should select "I already have a Reesio account" and email support@reesio.com to request linking of their existing account to your brokerage. If the invited member does not have an account, they will need to enter in their name, email and password and click "Create Account" to sign up. After signing up, the invited member will need to confirm they want to join the brokerage:



 
From the Brokerage Members page

The second way that you can invite your brokerage members into your Reesio brokerage is via the "Members" page under the "My Brokerage" section of the main navigation tray. Just click the tray icon in the top navigation bar from anywhere that you're at within Reesio, and then click on the "Members" icon at the bottom:




Once you're on the Members page, then click the green "Invite Brokerage Members" button in the upper-right corner:




From there, you'll see the same window appear where you can enter in the email addresses of the brokerage members to invite or where you can copy and paste the unique URL for your brokerage (see above section for more details). 

From the Transaction Dashboard

The third and final way that members can be invited into your Reesio brokerage is from the transaction dashboard. 

Adding a transaction member and indicating that he/she is part of your brokerage will 
simultaneously add the member to the brokerage and the transaction. CLICK HERE to see how you can do this.
 






 
support@reesio.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete