How to Add and Manage Your Team on Tribe

How to Add and Manage Your Team on Tribe

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Scaling your brokerage operations requires a platform that makes collaboration seamless. With Tribe, adding and managing your team is simple, secure, and designed to get your colleagues up and running in seconds.

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Scaling your brokerage is as simple as a single click. Build a faster, smarter team with Tribe.

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Step 1: Access Your Team Settings

To begin, log into your account and navigate to the Settings menu on the left-hand sidebar. From there, select the Team tab to view your current members and pending invitations.

Step 2: Invite a New Team Member

Click the + Invite Team Member button. You will be prompted to enter your colleague’s email address. You also have the option to include a personal welcome message to introduce them to the platform.

Step 3: Assign the Right Role

Control your team's level of access by selecting one of three distinct roles:

• Admin: Full access to all company data, settings, and team management.
• Manager: Can view all company quotes but is restricted from changing system settings.
• Member: The most focused role; they can only see their own quotes and items specifically shared with them.

Once selected, hit Send Invitation.

Step 4: The Onboarding Process

Your teammate will receive a professional, branded email invitation. All they need to do is:

1. Click Accept Invitation in the email.
2. Set up their credentials (name and password).
3. Complete a quick verification.

Bear in mind that the invite lasts only for 7 days.

Once verified, they are officially part of your team and will be redirected to the dashboard.

Step 5: Immediate Collaboration

Once onboarded, your new team members can immediately begin searching trips and sending charter requests. This streamlined workflow ensures your brokerage stays fast, smart, and competitive.

Ready to build a faster, smarter brokerage?Start your free trial now at app.flytribe.ae and see how Tribe can transform your business.

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