Agency Team Members

Team Members vs. Agency Advisors

An agency advisor can own client relationships as a primary advisor. A team member helps operate the workspace but is not assigned as the primary advisor for client ownership.

Where to Manage Them

Use Practice Settings -> Team. In an agency context, that page manages agency-scoped team members and pending team invitations. Use Practice Settings -> Agency for advisor roster membership, owner-covered advisor billing, pooled client seats, and agency-level ownership controls.

Billing

Agency team seats follow team-seat billing: $25 per active team member per month on the advisor subscription that owns the team seat. They are separate from:

• Client Builder Pro seats
• Overflow client seats
• Owner-covered advisor billing
• Pooled agency client seats

Related Reading

• Team Seats vs. Client Seats vs. Agency Billing
• Practice Team Members
• Working as an Agency (Shared Client Pool)

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