Adding and Editing Team Members

Managing your team roster is an ongoing task as people join and leave your agency. AgencyIQ makes it easy to add new members, update existing ones, and handle departures while preserving historical data.

Looking for the first-time setup? See How to Invite and Set Up Your Team for the onboarding-focused walkthrough with roles, permissions, and the 4 access levels. This article focuses on the ongoing roster management you'll do throughout the year.

Adding a New Team Member

1. Navigate to Settings → Team Members — open Settings and click the Team Members tab.
2. Click Add Team Member — the button is in the top-right corner.
3. Fill in their details — enter their full name, email address, and select their role (Sales Team, Service Team, or Manager).
4. Set their hired date — enter the date they started at your agency. This is used for tenure tracking and helps identify ramp-up periods for new hires.
5. Save — the team member is now in the system and will appear in dropdowns, reports, and name mapping.

Editing a Team Member

1. Find the team member — locate them in the team-member list on the Settings → Team Members page.
2. Click Edit — click the edit (pencil) icon next to their name.
3. Update their information — modify any fields that need updating: name, email, role, or status.
4. Save changes — click Save to apply the changes.

Deactivating a Team Member

When someone leaves the agency, deactivate their record rather than deleting it. Deactivating preserves all their historical production data and sales records while removing them from current reports, filter dropdowns, and active rankings. Their past contributions remain in your historical data.

Hired Date

The hired date is used for tracking tenure. It's especially useful for analyzing production ramp-up — new hires typically take 3–6 months to hit their stride. Having accurate hired dates lets you set realistic expectations and identify when someone might need additional training or support.

Last updated: 2026-04-22