How to add a Team Member to your RiskAdvisor Account

Written By David Watson

Last updated 4 months ago

Adding your team to your RiskAdvisor account is vital to the success of your agency. We make it easy to share RiskAdvisor with them.

Step 1: Navigate to the Users Tab in Settings

To get started adding users, click here

Step 2: Add your users First Name, Last Name & Email Address

You will also add the User’s Role

Access

Editor

Administrator

Owner

Risk Profiles

✅

✅

✅

AgencyProposals

✅

✅

✅

Receive a Completed PolicyLink

✅

✅

✅

Settings

❌

✅

✅

Add Users

❌

✅

✅

Add/Edit Discovery Questions

❌

✅

✅

Add/Edit Templates

❌

✅

✅

Configure Integrations

❌

✅

✅

Billing

❌

❌

✅

Please Note: If you are utilizing our Send to Virtual Employee Functionality, Virtual Employees who are only setup to receive a Quote Submission do not need to be added as a user and therefore will not be charged as a user.

Step 3: Make sure to click Add to complete the process

Once you do, your added user will receive an email to accept their invitation to your team.

User Pricing

Plan

Included Users

Additional Users

Proposal Only

5

$9 per user

Lite

5

$19 per user

Growth

5

$29 per user

Premium

5

$49 per user

Proposal Only [ Grandfathered ]

2

$5 per user

Lite [ Grandfathered ]

2

$10 per user

Growth [ Grandfathered ]

2

$20 per user

Last Update: 1/27/2025