Agency admin
Add your team, and set who can change what.
Add producers and service staff, and choose which of them can change the agency's brand, team and billing.
Screen recording
Not recorded yet. When it is, it will show adding a staff member, signing in as them to show what the nav does and does not offer, then raising them to admin.
The steps below are the whole procedure either way. A recording here never carries a step the text does not.
Open Team
Team in the top nav, next to Brand and Billing. Like those two, it is admin only.
Add a team member
Name, email address and a role. They sign in with that address; the proposals they build belong to the agency, not to them, so a producer leaving does not take the pipeline with them.
Pick the role deliberately
Staff work proposals, which is most of the job. Admin adds the agency's brand settings, the team list and billing. Give admin to the people who should be able to change what every client sees.
Change a role when the job changes
Roles can be raised or lowered from the same table. Someone signed in at the time picks up the change within a few minutes rather than instantly, so tell them to expect it.
Next
If this did not cover it, write to hello@proposalwolf.com and say which step stopped working. The rest of what support can do is on the support page.
Last updated .