Team Management

Workspace owners and admins can manage their team from the Agents page in Settings. This includes inviting agents, managing assignments, and bulk reassigning work.

Viewing Your Team

The Agents page shows all team members in a collapsible table. Each agent's row includes their name, role, email, commission split, specialties, and assignment counts (clients, leads, trips).

Inviting Agents

Click Invite Agent to send an email invitation. You can also resend or cancel pending invitations. New agents join with the role you assign during the invitation.

Editing Agent Details

Click any agent row to expand their editable fields:

• Bio and specialties
• Commission split percentage
• CLIA number
• Business name
• Contact info (phone, email)

Bulk Reassignment

When an agent leaves or you need to redistribute work, use Bulk Reassign:

1. Select the agent whose work you want to reassign
2. Choose the new agent to receive the assignments
3. Review the preview showing how many clients, leads, and trips will move
4. Confirm the reassignment

All three entity types (clients, leads, trips) are reassigned atomically — nothing is left behind.

Lead Claiming

When Allow Agent Lead Claiming is enabled in workspace settings, agents can claim unassigned leads directly from the Leads page.

• Unassigned leads show a Claim button
• Agents can only see their own assigned leads (admins see all)
• Admins can also manually assign leads using the agent dropdown on any lead

This is useful for agencies where leads come in from a shared source (website form, referral partner) and agents self-select which leads to work.

Agent Assignment on Leads

Admins can assign any lead to a specific agent using the assignment dropdown in the lead detail view. This dropdown shows all agents in the workspace.