# Invite and manage agents

> Invite sales agents to your Miya Travel organisation, remove or restore access, and manage your travel team. Admin-only guide with steps and limits.

Source: https://miyatravel.com/docs/invite-and-manage-agents/ (updated 3 November 2026)

Organisation admins manage this area from **Agents** in the account menu. There is no self-service sign-up for agents.

## Invite an agent

1. Select your name card at the bottom of the sidebar to open the account menu, then select **Agents**.

![Account menu open on the left with the Agents item highlighted by an arrow](https://miyatravel.com/docs/assets/img/agents-menu.webp "Open the account menu from your name card, then choose Agents.")

2. On the **Agents** page, select **Invite agent** at the top right.

![Agents page listing the team with the Invite agent button highlighted](https://miyatravel.com/docs/assets/img/agents-list.webp "The Agents page shows everyone in your organisation. Select Invite agent to add a person.")

3. In the **Invite Agent** window, enter the name (maximum 50 characters), a valid email (maximum 100 characters) and the phone number with country code. India is selected by default with `+91`.
4. Select **Invite Agent**. The window explains that the agent will get an email with login instructions.

![Invite Agent window with Name, Email and Phone Number fields and the Invite Agent button highlighted](https://miyatravel.com/docs/assets/img/invite-agent.webp "Fill in the three fields, then select Invite Agent. Select Cancel to close without inviting.")

5. Review the confirmation and confirm.
6. Ask the agent to log in at `/login` with that exact email and phone number.

If a user already exists but cannot be invited through the normal flow, the app shows a support-oriented error dialog.

## Browse the team

Each row shows the person's initials, name, a role badge (**Admin** or **Sales agent**), email, phone number and a **Remove** button. Use **Previous** and **Next** at the bottom for larger teams.

## Remove or restore access

- Select the remove action and confirm **Remove agent?**
- For an inactive or removed user, select the add-back action and confirm **Add agent back?**

Removing access can affect lead assignment availability. It does not mean historical leads and records should be deleted.

## What agents can do

Sales agents work on assigned leads and follow-ups, customers, quotations, packages, templates, content and the calendar, subject to premium access. See [Roles and permissions](/docs/roles-and-permissions/).

## Frequently asked questions

### How does an agent get access?
An admin invites them with name, email and phone. The agent then logs in with those exact details.

### What if the invited person sees a waiting screen?
Their account is ready but is not attached to an organisation. Ask the admin to add or reactivate them from the Agents page.

### Can I re-add a removed agent?
Yes. Use the add-back action for an inactive user and confirm.
