Inviting Agents to Your Agency
If you are on the Growth or Agency plan, you can invite other agents to your PropSign workspace. Each agent gets their own login and can send documents on behalf of the agency.
Go to Dashboard → Team
Click 'Team' in the left-hand menu. You will see a list of current members. Click 'Invite Agent' in the top right.
Enter the agent's details
Enter their full name, email address, phone number, and role. PropSign sends them an invitation email with a link to create their account and join your agency.
Choose the right role
Admin: full access to all features, can invite and remove agents, can change agency settings. Agent: can create and send documents, manage their own clients. Assistant: read-only access, can view documents but cannot send them.
The agent accepts the invitation
The agent receives an email with a secure invite link. They click the link, create a password, and they are in. Their account is immediately linked to your agency — they do not need to go through onboarding.
Seat limits apply
The Starter plan includes 1 seat (just you). Growth includes up to 3 agents. Agency plan has no limit. If you try to invite more agents than your plan allows, PropSign will prompt you to upgrade.
Tip
Remove agents who have left your agency promptly. Go to Team, find the agent, and click Remove. This immediately revokes their access to all your agency documents and clients.