How to Invite and Set Up Your Team
Most agencies lose the first week of new software adding people and fixing permissions. AgencyIQ is built to finish that in one sitting.
In this guide:
- The 4 user roles and who gets which
- Step-by-step: invite your first team member
- How to handle name spellings from different carriers
- What to do when someone leaves the agency
Time to finish: ~20 minutes for a 12-producer agency. Best for: Agency owners and office managers.
Who should do the setup?
The owner or office manager — never a producer.
Setup controls who sees pay, who can edit sales, and who runs reports. That's an owner-level decision.
Before you start, have these three things ready for each person:
- Their full name (the way it shows up on carrier checks)
- Their work email
- Their role — owner, manager, producer, or service
What are the 4 roles in AgencyIQ?
AgencyIQ has four access levels. Pick the right one or you'll either lock someone out or let them see pay they shouldn't.
| Role | Sees their pay? | Sees team pay? | Can edit sales? | Can change settings? |
|---|---|---|---|---|
| Owner | Yes | Yes | Yes | Yes (all of them) |
| Manager | Yes | Yes | Yes | Yes (except billing) |
| Producer | Yes | No | Their own only | No |
| Service / CSR | No | No | No | No |
Typical 12-producer agency: 1 Owner, 1 Manager, 10 Producers, 2 Service staff.
Step 1 — Open the Team settings
Click Settings in the sidebar, then click the Team tab at the top.
Step 2 — Click Invite Member
Look for the Invite Member button in the top-right corner.
Step 3 — Fill in the three fields
A small form pops up. Fill in:
- Name — the way it shows up on your carrier checks (more on this below)
- Email — their work email
- Role — pick from the four above
Click Send Invite.
Magic-link logins. AgencyIQ doesn't use passwords. Your team gets a secure one-click login link by email. If they lose it, they just request a new one.
Step 4 — Set their yearly goal and pay plan
Producers won't see numbers on their dashboard until you add two more things:
- Yearly goal — go to Settings → Goals & Targets and enter their target
- Pay plan — go to Settings → Commission Plans and assign them a commission plan
Skip this step and their first login will look empty.
Step 5 — Confirm they can log in
Ask them to open the invite email and click the login button. They'll land on their own dashboard. If you've already uploaded any of their past sales, they'll see those too.
Why does the name field matter so much?
Enter the name the way your carrier spells it on your commission check.
Carriers spell names in different ways. Progressive might use J. SMITH. Travelers might use JANE SMITH. Your agency management system might use Smith, Jane A..
Enter the full legal name here. Then add the other spellings as aliases so AgencyIQ can match them all to the same person.
Full walkthrough: How to Fix a Sale on the Wrong Producer.
What does a producer see after they log in?
They see their own dashboard, and nothing else:
- Their own sales and monthly goal
- Their own pay statement
- The team leaderboard (ranked list, but no dollar amounts for other people)
They cannot edit sales, change settings, or see what teammates earn.
How do I change someone's role later?
Go to Settings → Team Members, click their row, and switch the role in the dropdown. The change kicks in on their next page load.
Common changes you might make:
- Producer → Manager — promoting a senior producer
- Service → Producer — moving someone into sales
- Producer → Service — someone stepping out of sales
Nothing gets deleted when you change a role. All their old sales stay attached to their record.
What do I do when someone leaves?
Archive them. Don't delete them.
When you archive:
- Their login stops working right away
- Their old sales, pay, and goals stay on the record
- You can un-archive them in one click if they come back
Never delete a team member whose sales you still own. You'll need those records for year-end reports and audits.
Frequently Asked Questions
Can two people share an email?
No. Every team member needs their own work email. A shared mailbox like sales@youragency.com won't work.
How many people can I add?
Unlimited during the Founding Member beta. AgencyIQ doesn't charge per person, and that's not going to change when paid pricing starts.
What if I'm a solo agent with no team?
Add yourself as Owner, upload your sales, and you're done. You can add a team later if you grow.
What if someone forgets their login link?
They click "email me a new link" on the login page. Nothing you need to do.
Does the old producer's pay data stay if I archive them?
Yes. Everything stays — sales, pay runs, goals. You can pull old reports on an archived producer whenever you need to.
Stop juggling shared logins and paper checklists
AgencyIQ is free during beta for Founding Members. Get your whole team inside one place — owner, managers, producers, service — with the right access for each person and no per-seat fees.
Founding Members get grandfathered pricing when we launch paid tiers later this year.
Last updated: 2026-04-18