If you have support staff or other brokers working in the business you may want to invite them onto the Quickli platform to work on scenarios with you.

Here's how you do it:

2. Click on Organisation

Scroll down to the Invite New Users section fill out the details for the person your inviting:

Step 1: Enter the email

Step 2: Select their role and position

The paid roles below do not change the cost per user, it's simply assigning the users level of access.

Here's a look into all of the permissions related to Roles and Permissions. All paid roles have the same cost.

Step 3: Select the users Position. The Positions below do not change the cost per user.

Step 4: Select the Invite Button.

Step 5: That user will get an email where they can accept the invite. If they aren't already a user on the platform then they should select the 'Create Account' button. Upon successfully creating an account they will automatically end up inside your Quickli organisation.

You can always check to see if someone has accepted your invite by checking here:

Once they're a member inside your organisation you may want to add them to their own team or ensure they're in the right team as shown here:

If you're already a paying user on a monthly plan, they will be added to your plan and the correct additional charges will show up on your next invoice automatically. There is no need to change your subscription.

If you're already a paying user on an annual plan, they will be added to your plan and you will be billed straight away, at the moment they join your organisation (unless you're still on your 21 day free trial).