If you are a "Manager" on your team, you have the ability to invite other team members to join your team.
1. Start by navigating to your Team Settings by clicking on the "Settings" tab, then select "Team members".
2. Click on "Invite new team member"
3. Enter the name and email of the person you'd like to invite.
4. Choose their role on the team.
5. Turn the toggle to "Yes" if you are adding them as a loan officer and if yes enter their NMLS #.
6. Click on "Invite member".
The team member(s) you have invited will now appear in your "Team members" list. The status of their invite is listed as invited until they accept the invitation and log in to Jupiter. You can also revoke the invitation if they have not yet accepted it.
What will my invited team member see?
Your team member will receive an email inviting them to join your team with a link to sign up.
Here's a sample email they'll receive from no-reply@jupiterlos.com. If they do not receive an invitation email have them check their spam or junk folder.
What are the various "roles" on a team?
Manager (all loans in the team and control settings)
- Can edit team settings and deal settings
- Can edit all team deals
- Can edit deals assigned to them
Team (all loans in team)
- Can edit all team deals
- Can edit deals assigned to them
Personal (assigned loans only)
- Can edit deals assigned to them
Important: Only a team "Manager" can make changes to the roles assigned to each team member.
Practical Setup Recommendations
When configuring team access, consider the following:
Use the "Personal" role for individuals who need access only to specific deals, ensuring sensitive information is restricted as necessary.
Use the "Team" role to grant broader access within a defined team, ideal for general collaboration needs.
Assign the "Manager" role for team leaders or managers who need to oversee all deals and adjust team settings.
How to edit or remove a team member
Important: You must be a team "Manager" to remove a team member
1. Start by navigating to your Team Settings by clicking on the "Settings" tab, then select "Team members".
2. Select the name of the team member and click on "Edit" or "Remove".
3. If you are removing a team member you will be asked to confirm.
4. Click "Confirm" to remove.
Click on the chat bubble or email us at support@jupiterlos.com should you have additional questions :)