Settings

Team Members

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Your Team

Team members log in with their own credentials and work your book. Their name shows on PDFs and emails they send. They get a copy of your Morning Brew. You stay in control of settings and billing.

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How It Works
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Own login
Separate email and password
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Your full book
Same clients and opportunities
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Their name
On PDFs and emails they send
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Morning Brew
They get a copy every morning
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Action tracking
See who contacted which client
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You control
Settings, billing, and access