Need to add someone to your team on New Home Buddy? This guide walks you through the entire process — from sending the invite to what happens after they sign up.
Only Admins and Managers can invite new users. If you don’t see an Invite User button, your role doesn’t have invite permissions. Learn more about user roles.
Before You Invite
Make sure you have the following information ready:
Their role. What level of access do they need? Here’s a quick refresher:
- Admin — Full access and user management across all divisions.
- Manager — Can view data, edit rep details, and invite users within their division(s).
- Portal Viewer — View-only access to leads and analytics. No editing or inviting.
- Sales Rep — Uses the Builder Portal only. No Sales Portal access.
Not sure which role to pick? Check out our full User Roles breakdown.
Their email address. This will be their login. Make sure it’s a company email tied to your builder’s verified domain.
Their division(s). You’ll assign them to one or more divisions during the invite.
Step-by-Step: How to Invite a User
Step 1: Go to the Users page
Log in to the Sales Portal at sales.newhomebuddy.com.
Click “Users” in the left-hand menu.
Step 2: Click “Invite User
You’ll see the Invite User button at the top right of the Users page.
Click it to open the invite form.
Step 3: Fill out the invite form
The form will ask for:
- Role — Select the role for this person. You’ll only see roles below your own level. Admins can invite Managers, Portal Viewers, and Sales Reps. Managers can invite Portal Viewers and Sales Reps.
- Email — Enter their company email address.
- First Name and Last Name — Enter their full name.
- Builder — This will be pre-filled with your builder.
- Division(s) — Select which division(s) this person belongs to.
Step 4: Click “Save.”
That’s it on your end. The invited person will receive an email with instructions to complete their signup.
Note: One you click Send Invite, their profile details will appear. Be sure to grant Sales Rep access to Managers and Portal Viewers if they also need to access the Builder Portal.
What Happens After You Send the Invite
The person you invited gets an email with a temporary password and a button to sign up.
Where that button takes them depends on the role you assigned:
- Sales Reps are directed to the Builder Portal at builder.newhomebuddy.com. This is their home base for managing clients, sharing listings, and connecting with agents.
- Managers and Portal Viewers are directed to the Sales Portal login page at sales.newhomebuddy.com. Once they log in, they’ll have access based on the role you assigned.
After they sign up, they’ll appear on your Users list with their assigned role and division(s).
Who Can Invite Whom?
Not every role can invite every other role.
Here’s how it works:
- Admins can invite Managers, Portal Viewers, and Sales Reps.
- Managers can invite Portal Viewers and Sales Reps.
- Portal Viewers and Sales Reps cannot invite anyone.
You’ll only see the roles you’re allowed to invite in the Role dropdown. If you’re a Manager, you won’t see Admin or Manager as options.
Troubleshooting
Your role doesn’t have invite permissions. Only Admins and Managers can invite users. Ask your Admin to either invite the person for you or upgrade your role.
The person I invited didn’t get the email
Ask them to check their spam or junk folder. If it’s still not there, search for the user on the Users page, click their profile to view their User Details, then click “Resend Invite”.
Make sure the email address you entered is correct.
I invited someone with the wrong role
No problem. If you’re an Admin, you can change their role from the User Details page. If you’re a Manager, you can change their role only if they’re a Portal Viewer or Sales Rep.
I invited someone to the wrong division
Admins can reassign divisions from the User Details page. Managers will need to ask an Admin to make this change.
Need Help?
Still have questions about inviting users? Reach out and we’ll walk you through it.
