RealAtom is a platform built to enable better collaboration for your team. Adding new team members is a simple process.
Select "Company Settings" from the drop-down menu in the right corner
Click "Invite team members"
A pop-up will appear on your screen where you can add their first name, last name, email, and permission level.
A "User" is the lowest level, and it includes the ability to access their own pipeline, chat, and send documents to lenders.
The "Can Negotiate" level is a step higher, and it allows users to negotiate quotes and term sheets.
A third type of user that isn't listed is the "Admin" level. This is for whoever is running the account and you can request to switch admin access by contacting email@example.com.
After you invite team members, they will receive a password reset email and will be part of your team on RealAtom.