DELTA HQ

How to Invite Agents?

Access the Agent List Page through Delta PMS Host

Agents List Overview

How to Invite an Agent if the Email was Previously Registered

How to Cancel Agent Invitation

How to Notify an Invited Agent Who Hasn't Registered

How to Edit Agent Commissionable Fee

Inviting an Agent Already Linked to Another Company in Delta PMS – Agent Acceptance Guide

How Agent Pricing and Commissionable Fees are Calculated

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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