Last updated March 13, 2026
Workspace owners and admins can manage their team from the Agents page in Settings. This includes inviting agents, managing assignments, and bulk reassigning work.
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).
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.
Click any agent row to expand their editable fields:
When an agent leaves or you need to redistribute work, use Bulk Reassign:
All three entity types (clients, leads, trips) are reassigned atomically — nothing is left behind.
When Allow Agent Lead Claiming is enabled in workspace settings, agents can claim unassigned leads directly from the Leads page.
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.
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.
Set up your agent profile with business name, CLIA/IATAN credentials, certifications, sub-agency branding, and proposal privacy.
From booking to agent paid in 5 steps. Plain English, no jargon.
Route inbound form submissions to specific agents or distribute them round-robin so leads never land in an unassigned pile.