New people join your workspace by invitation. This article covers how to invite one person at a time, who can send invites, and what happens after an invite goes out. To invite many people at once, see Bulk Invite Team Members.
đ„ Prefer to watch? See Invite Team Members (Single + Bulk) | TripLoft Academy for a video walkthrough.
Who can invite
Only owners and admins of the Parent Agency can invite people, and every invite is sent with a defined role. Sub-Agency owners, Sub-Agency admins, and agents cannot send invites. When a Sub-Agency needs someone added, they request it from the Parent Agency.
Sending an invite
From the Teams & Permissions page, click Invite to open the Invite team member dialog. You'll choose where the person goes and their role, then enter their email:
Entity: choose where the person belongs, either the Parent Agency or one of its Sub-Agencies.
Role: pick their role. The options change with the entity you chose:
In the Parent Agency: Admin (full access at the parent level) or Agent (a Direct Agent selling under the parent brand).
In a Sub-Agency: Owner (sets up a new Sub-Agency), Admin (full access within it), or Agent (access configured later through the permission grid).
Agency: this field appears only when the entity is a Sub-Agency and the role is Admin or Agent. Type at least three characters to search, then select the Sub-Agency the person will join. It doesn't appear for the Owner role, since an owner creates their agency during onboarding.
Email: enter the invitee's email address. This is the only detail you provide. The invitee fills in their own name and profile when they sign up.
Click Send invite.
Inviting a new Sub-Agency owner
To bring a new Sub-Agency into your Parent Agency, invite its owner: set the entity to Sub-Agency and the role to Owner, then enter their email. You don't create the agency yourself. When the owner accepts and onboards, they fill in their agency's details, and the Sub-Agency is created along with their owner profile.
Inviting from inside a Sub-Agency
You can also start an invite from an individual Sub-Agency's page. Open it and click Invite. This opens the same dialog with the entity preset, so you don't pick or search for it. From here you can invite an Admin or an Agent for that Sub-Agency only. The Owner option isn't offered, since the agency already exists.
What the invitee receives
The person gets an email with a link to join. When they click it, they sign up on TripLoft by entering their basic details, and their account is created with the role you assigned.
After you send
The invited person appears in the Members table with a Pending status and stays Pending until they accept and finish signing up, at which point they become Active.
To resend an invitation, open the row action (âŻ) menu on that person's row and choose Resend. Parent Agency owners and admins can resend, and so can a Sub-Agency's own owner or admins for a Pending member of their agency, even though they cannot send the original invite.
Setting what they can access
An invite establishes the person's role, not their data access. New people start fully isolated, seeing only their own records. Once they've joined, you set what shared data they can see from the permission grid on the Members tab, and only when Team Mode is on. See Roles & Permissions.