Help Center

How to Add Team Members Using Shared Access

With Shared Access, you can work together with other team members to track leads, follow loan progress, and manage client relationships more efficiently.

In your Ruoff Agent app, click the three horizontal lines on the upper righthand corner to open the app’s Menu. Then, click “Add Team Members.”

This will open the “Add Team Members” screen. Here you will see any team members you have already added. If you wish to revoke Shared Access for any team members, click “Delete” next to that user’s name.

If you have not yet added any team members, this section will say “Start Here!”

To give access to a team member, click the “Add Team Member" button. Then, enter their first name, last name, and email and submit.

After entering their details, an invitation email will be sent to the team member instructing them to download the Ruoff Agent app from the App Store or Google Play Store to get started. Then, they should use the email address from the email they received to create their account and log in.