What it is for: deciding which of your people get into EK1 and what each one sees.
Where to find it: menu My account («Mi cuenta») → My team («Mi equipo»).
Who sees it: only the account owner, or anyone with the full-access profile. Someone who comes in as team does not see this screen.
What you see first
- Two profile cards: Mi equipo («My team») and Acceso completo («Full access»). Clicking one chooses the profile you will invite with.
- The email field («correo de tu compañero», your colleague's email) with the invite button.
- The list of people who already have access, with their profile and their last access.
- An explanation box at the end about what the team profile sees and what it does not.
The two profiles
- My team: the day-to-day work with your customers. They see customers and opportunities, all conversations, the agenda and appointments and, if you work with insurance, the whole portfolio (policies, receipts, quotes and claims) with their amounts.
- Full access: everything above and, in addition, your invoicing with your provider, your commissions (if you are a partner) and this very screen, that is, who gets into the panel.
The team profile does not cut down their work. The only thing it cannot reach is your business with your provider. If you need finer profiles, for example someone who only handles one part, tell our support team: they do not exist today.
Step by step
Invite a colleague
- Choose the profile by clicking its card: My team or Full access.
- Type their email in "correo de tu compañero".
- Click Invitar como equipo («Invite as team») or Invitar como acceso completo («Invite as full access»), depending on the profile you chose.
- You will see the result on the screen itself: "Invitación enviada a... como..." (invitation sent to... as...). Your colleague gets an email to set their password. They get in on their own, without going through anyone else.
- If they already had access, the screen says "... ya tenía acceso" (already had access).
If your plan limits how many users you can have, when you invite you will get a notice that explains it and tells you how to expand. If your panel belongs to a partner, the invitation goes out with their brand.
Find out whether someone has already come in
In the list, under each email you will see their profile and one of these two things:
- último acceso («last access») with the date.
- invitado, todavía no ha entrado («invited, has not come in yet»): if days go by, the email probably did not reach them. Ask them to check their spam folder, or remove their access and invite them again.
Change someone's profile
- On their row, click Dar acceso completo («Give full access», if they are team) or Pasar a equipo («Move to team», if they have full access).
- The screen confirms the change: "... pasa a..." (moves to...).
You cannot change your own profile, and at least one person with full access must always remain.
Remove someone's access
- On their row, click Quitar acceso («Remove access»).
- Confirm in the prompt: "¿Quitar el acceso a...? Podrás volver a invitarle más adelante." (Remove access for...? You can invite them again later.)
- That person stops getting into your panel. Their user account is not deleted: they only lose access to yours.
You cannot remove yourself.
If something does not go as expected
| What happens | Why | What to do |
|---|---|---|
| I do not see My team in the menu | Only the owner or full access can see it | Ask the owner |
| "no autorizado" (not authorised) when opening it | Your user does not have full access | Ask the owner to give it to you |
| The list says "Todavía no hay nadie más" (nobody else yet) | You are the only person with access | Invite whoever you want |
| A limit notice appears when inviting | Your plan limits the number of users | Follow the notice or write to our support team |
| "Este panel aún no tiene dominio propio para enviar invitaciones" (this panel does not have its own domain to send invitations yet) | Your white-label panel does not have its sending domain ready yet | Tell our support team |
| "No he podido enviar la invitación ahora mismo" (could not send the invitation right now) | Temporary failure when sending the email | Try again in a moment |
| "tiene que quedar al menos una persona con el perfil completo" (at least one person must keep the full profile) | You are trying to leave the account with nobody on full access | First give full access to someone else |
| My colleague says the email did not arrive | Spam, or a mistyped email | Check spam; remove access and invite again with the right email |
Related
- My account: services, invoices and closing the account.
- Getting started: finding your way around the panel.