Skip to main content

How to Add Members to BrokerBot

Getting your team set up on BrokerBot is quick and easy. This article walks you through how to add members to your Brokerbot account.

Written by Maximo Gomez VI
Updated over a month ago

Before You Begin

  • You must be an account owner to add members.

  • Make sure you have the member's email address on hand.

Option 1: Steps to Add a Single Member

  1. Log in to your BrokerBot account at www.brokerbot.ai

  2. Navigate to your Settings (typically found in the left menu)

  3. Select Members

  4. Click Add Member

  5. Enter the new member's email address

  6. Select their role (e.g., owner, member)

  7. Click Invite

The new member will receive an invite email from [email protected]. Ask them to check their inbox (and spam folder) for this email.

Option 2: Add Members in Bulk (CSV Upload)

Use this method to invite multiple team members at once.

How to Upload a CSV

  1. Create a CSV file with your member information.

  2. Your CSV file must contain the following headers in this specific order: email, phone, org role, team leader , member.

    1. Org Role is "owner or member", Team Leader is "group name", Member is "group name"

  3. Navigate to the Members page in your Settings.

  4. Click Upload CSV and select your file.

  5. The members in the file will be automatically invited.

Need help? Contact BrokerBot Support at [email protected]

Did this answer your question?