New agent joins
Settings → Users → Invite User. Choose Employee, enter business email, click Invite employee. The agent sets their own password and is active within minutes.
Invite and manage users
As the administrator, you determine who has access to Tesoro and what they can do. One email invitation, two roles to choose from, and your team can start within minutes.
When to use this
Section titled “When to use this”- A new agent joins the office
- A team member is promoted from Employee to Admin
- A user lost the invitation and needs a new link
- An agent leaves or is away for a long time: temporarily revoke access
Two roles
Section titled “Two roles”| Role | What they can do |
|---|---|
| Admin | Full access. Invite and manage other users, billing, company configuration. |
| Employee | Daily CRM work: properties, contacts, deals, communication. No access to admin settings. |
Rule of thumb: Admin for owners and office managers, Employee for agents and support staff.
User overview
Section titled “User overview”Open Settings → Users (sidebar group USER AND CONTROLS). At the top of the panel there are two tabs:
- All users: the entire team list
- Invite User: form to invite new colleagues
In the All users tab:
| Element | What |
|---|---|
| Search bar | Filter by name, email or job title |
| Dropdown right | Filter by status (default: All) |
| Table columns | Name, Email, Status, Role, Job title, Created at, Last login |
| Status badges | Active (green) or Inactive (red) |
Click on a row to open the User information panel on the right with profile and actions.
Invite team members
Section titled “Invite team members”-
Click the Invite User tab.
-
Under the heading Invite employee, choose Role: Employee or Admin.
-
Fill in Employee emails. The field accepts comma-separated addresses, paste or type them all in one field, separated by commas (e.g.,
[email protected], [email protected]). -
Click Invite employee.
You return to the user list. Each invited address receives an activation email. Before they log in, they do not appear automatically in the list; they become visible once their account is activated.
What the invited user does
Section titled “What the invited user does”No further action needed from you. The recipient:
- Opens the invitation email and clicks the activation link.
- Arrives at the Account Activation page.
- Chooses a password (at least 8 characters, with uppercase, lowercase, number, and special character).
- Confirms the password and submits.
- Is logged in immediately.
Their account now appears in the user list with status Active.
Open a user profile
Section titled “Open a user profile”Click on a row in the list. The User information panel opens on the right with:
- Avatar + name + status badge at the top
- Job title and email address below the name
- Buttons at the top right: Deactivate (red) and Edit (purple)
- Personal information section with all profile fields read-only
Edit profile
Section titled “Edit profile”Click Edit in the panel. The panel switches to a form where you can edit all fields.
| Field | Description |
|---|---|
| First name ★ | First name |
| Last name ★ | Last name |
| Gender ★ | Dropdown: Male / Female / Other |
| Email ★ | Editable by Admin. Email serves as the user’s login name |
| Job title ★ | Free text (e.g., Sales Agent, Office Manager) |
| Phone ★ | International format with country code flag (default 🇪🇸 +34) |
| Field | Description |
|---|---|
| Date of birth | Date picker |
| Role | Dropdown: Employee or Admin (only Admin can change this) |
| Added by | Read-only, the name of the Admin who invited this user |
| Added on | Read-only, creation date |
| Time format | Full Time 24H or 12H AM/PM |
| Date format | e.g., DD-MM-YYYY (e.g., 31-12-2023) |
| Language | Interface language (Dutch, English, …) |
| System language | Language for CRM content and automated emails |
At the bottom of the edit form there is an Address information section:
- Street with map-pin icon (searches automatically via Google Maps)
- City, State, Zip code
- Country (dropdown)
All address fields are optional.
Shortcuts: Cmd+S / Ctrl+S to save, Esc to cancel (warns about unsaved changes).
Activate and deactivate
Section titled “Activate and deactivate”Open the User information panel and click Deactivate (red) or Activate (appears on an already deactivated account).
When deactivating:
- The user can no longer log in
- Status becomes Inactive (red badge)
- All data (contacts, deals, history) is retained
- Reactivation is always possible via the same button
When reactivating: open the profile, click Activate. The existing password still works.
Four common scenarios
Section titled “Four common scenarios”Agent becomes office manager
Open the profile via Settings → Users, click Edit, change Role to Admin, press Cmd+S / Ctrl+S. Full admin access on the next page load.
Agent missed the invitation email
Ask the recipient to check their spam folder. Still missing? Ask Tesoro support to resend the invitation via [email protected].
Agent leaves the office
Open the profile, click Deactivate. Account deactivated immediately, all data retained. Then reassign their active contacts and deals to another agent.
What’s next?
Section titled “What’s next?”Initial setup of Tesoro CRM is complete: account, company profile, team. From here, explore the rest of the KB: properties, contacts, deals, MLS portals, and communication.
Back to Getting Started The full Welcome overview of what Tesoro does for your office.