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Your goal: manage your company's account — seats, members, branding, integrations, and billing — so your team can work under one subscription.
Who this is for. "Company Admin" (
ADMIN) is the elevated admin inside a customer company. It sees the full professional surface but is a customer role — it does not reach the internal CoverGuard platform/adminsurface (that'sCOVERGUARD_ADMIN, internal staff only). The ADMIN role is assigned, not chosen at signup. If you manage a team but have an AGENT/LENDER/INSURANCE role, you still manage your company from Account → Settings → Team as the org Owner — you don't need the ADMIN persona to run a team.
New here? Do Getting started first.
Two role systems — don't confuse them
CoverGuard has two independent role concepts:
| System | Values | Controls |
|---|---|---|
Persona (UserRole) | Buyer / Agent / Lender / Insurance / Admin | What kind of pro you are — which features are relevant/visible |
Team role (TeamRole) | Owner / Admin / Member | Your authority within your company — who can manage seats and members |
Only Owner and team-Admin can manage members. The company Owner always holds one seat and can transfer ownership.
Your first week
1. Understand seats
Seats come from the account Owner's plan:
| Plan | Seats |
|---|---|
| Free | 1 |
| Individual plans — Starter and Pro (Agent, CRE, Lender, Carrier) | 1 — just you |
| Company plans — Team (Agent, CRE, Lender, Carrier — buy 3 to 10 seats per seat) and Enterprise (11 or more seats — talk to sales) | One seat per person — buy one for everyone in the office |
Members inherit the owner's plan/tier. Individual plans cover the account holder only, so adding teammates needs your company plan — the pricing page shows the one for your role. See Teams, seats & billing.
2. Buy seats for the office (Team plan)
The Team plan is per-seat. Go to /teams, pick a seat count (a live monthly total updates), and check out. Seats persist on the subscription.
3. Invite your team
Account → Settings → Team. Invite by email with a team role:
- Inviting an email that already has a CoverGuard user links and activates them immediately.
- Otherwise an invite is recorded and claimed automatically on their next sign-in.
A user belongs to at most one company. Management controls (invite, change role, remove) show only for Owner/team-Admin.
4. Set company branding
Account → Company Branding — logo, name, brand color. This co-brands the app shell for professional users and stamps branded reports.
5. Watch the seat limit
The Team panel shows seat usage. If the owner downgrades below the active headcount, members beyond the limit stop inheriting and drop to free until a seat is freed or the plan is upgraded — those members show an "Over seat limit" badge and you'll see a warning banner. The owner keeps a seat; remaining seats go to the earliest-joined members first.
Each member's row also says when they were last active ("Active 3 weeks ago", "Never signed in"), and when your Team plan's seats are full a Free a seat list names the three least active people so you can remove one instead of guessing. Only Owners and Admins see either. See Teams, seats & billing.
Before you remove anyone, look at the Connected systems card on the same page: it lists the CRM and other systems your teammates connected, who connected each one, and which one your company's CRM link runs on. Removing someone disconnects nothing, but anything that ran on their connection stops syncing once they leave — the remove dialog warns you when that includes the company CRM link. See Connected systems.
To see who changed your team, read the Recent team changes card on the same page. It lists every invite, re-sent invite, role change, access change, removal and ownership transfer in your company, newest first, with who made the change and when. Only you and your company's admins can see it. If CoverGuard support made a change while helping you, it says so.
6. Connect company integrations
Sys Admin → Integration Hub for CRM/LOS/AMS/MLS sync, and Sys Admin → Developer for API keys and webhooks (Team-tier). See Integrations and Developer API.
7. Sync users from your own systems (optional)
The partner API can pull and push your member list from an HRIS, CRM, or identity provider — provision a seat, change a role, or deprovision a member from your own tooling. Every change also sends a webhook to your registered endpoints. See Developer API.
Managing billing
Billing lives in Account → Settings (and the Stripe billing portal). Upgrades, downgrades and seat changes take effect straight away, prorated (you see the amount before you confirm); a cancellation takes effect at the end of the paid period. A failed renewal keeps the account entitled during dunning retries (you'll see a "past due" warning). Saved properties remain accessible on the free tier after a downgrade.
Troubleshooting quick hits
- "An invite didn't take a seat." — You may be at the seat limit; buy more seats or free one. See Billing & plans.
- "A teammate lost access after I downgraded." — Expected if you dropped below active headcount; they're over the seat limit. Re-upgrade or remove a member.
- "I can't see the platform /admin pages." — That's internal-staff-only (
COVERGUARD_ADMIN). Company admins don't have it.
Do this next
Buy the seats you need, then invite your team from Account → Settings → Team — members inherit your plan the moment they join.