Team

Manage your team settings and permissions.

Dashboard > Settings > Team

MortgageQuote allows you to set up to 5 team members.

Role	Access	Account Creation
Developer	Widget styling Code snippets	NO
Member	Widget styling Code snippets Lender panel Integrations Quotes Settings excl. Team & Billing	YES
Admin	Full access excl. Billing	YES

How to add a team member

To add a team member in MortgageQuote, you need to have Admin access or higher.

Step 1: Navigate to the Team page

Navigate to Settings > Team

Step 2: Enter the team members details

On the Team page, click the "+" icon and fill out the necessary fields in the modal box.

First Name Last Name Email Role

Once filled out, click the "Add User" button.

Step 3: Sending an invite link

After the member has successfully been added, another popup will appear with a prompt to send an invite link using the "Send" button. You can choose to send the invite then and there or click the "Cancel" button and send the invite later. The added team member will receive an invite link via email.

Receiving an invite

...as a developer

You will receive an invite link in your email inbox, simply click on the link and you will be redirected into to MortgageQuote with developer permissions.

...as a member or admin

As a member or admin, an invite link will be sent to your email address. Click on the link to be redirected to MortgageQuote, where you will need to create an account using the email address that the invite link was sent to. After signup, you will be able to login as a member/admin and have the relative permissions based on your set role.

Removing a member

To remove a member from MortgageQuote, navigate to the Team page once logged in as an owner/administrator. Locate the member you wish to remove and click on trash icon. Select the "Delete" button to confirm your choice. The member will be successfully removed and will lose access to the platform.