How do I add or invite my team members to Pathpoint?

Agents can invite team members through the Pathpoint application with just a few clicks!

1. Click on your account email address to access the pull-down menu. Select Invite agents to Pathpoint.
   

   

2. Enter their email address, separate multiple email addresses using a comma, and click Invite.
   

   

   
   

3. If your agency uses a group inbox or multiple service representatives who log in individually, you can now take advantage of the agency‑level view of action items.
   

   

   
   
   
   Pathpointer: If your team shares an inbox or has multiple users, make sure they’re all added to your agency in Pathpoint.
   
   

   1. Go to the Action Items tab in your dashboard

      
      

      

   
   

   2. Turn on View all agency action items. This shows everything your agency needs to do, no matter who’s logged in to view multiple statuses including Pending Cancellation, Needs Compliance, or Awaiting E-sign

      
      

      

      Pathpointer: Users can filter Action Items by status
      

      

How can other agents within my agency collaborate on the same submission/account?

How do I log into my Pathpoint account?

How do I reset my password?