Invite an assistant to share your account
Updated 4 October 2026
The Short Answer
Open Account Settings → Team and press + Add Assistant. Give a name and an email or WhatsApp number, and that person can sign in and work in your account as you, on your credits. Basic includes 1 assistant, Pro 2 and Max 5. Only you can add or remove them, and Everything Except Billing keeps them out of payments.
An assistant does not get an account of their own: everything they do happens in yours.
How do I add an assistant?
- Open Account Settings → Team. The Team tab shows once your account is verified, as an agent or as agency staff.
- Press + Add Assistant.
- Fill in Name, and at least one of Email or WhatsApp. That is what they sign in with.
- Pick their Access: Everything Except Billing (the default) or Everything.
- Press Save.
They have access from the moment you save; the screen says Saved! and names the email or number that will work.
How many assistants can I add?
| Plan | Assistants |
|---|---|
| Free | 0 |
| Basic | 1 |
| Pro | 2 |
| Max | 5 |
The Team tab shows how many you have used, such as 1 of 2 used on Pro. Someone who has not signed in yet still takes a place. When every place is used, + Add Assistant is greyed out. Assistants cost nothing extra.
Moving to a smaller plan removes nobody: you just cannot add anyone new until you are under the limit.
How does my assistant get in?
They sign in to PropKaki with the email or WhatsApp number you entered, and they land in your account. There is nothing to accept, and no separate account to switch to.
Saving does not email them. If you entered an email, their card has a Send Invite button: press it and the card shows Emailed to their address, and the button becomes Send Again. The email's subject is your name followed by added you on PropKaki, and it has a Sign in to PropKaki button.
Their card reads Not accepted yet until they first sign in, then Added and the date.
What can my assistant do?
They work as you: your Inbox, Prospecting, leads and the chat, on the web and on WhatsApp. Everything they do uses your credits.
They cannot, whatever their access:
- verify the account, or see the Verification or Billing tabs;
- add or remove assistants, or send invites.
With Everything Except Billing they also cannot change your plan, top up, see invoices or claim a paid lead. If they try, they see: This account's billing is handled by its owner. You can keep working — you just can't change what it costs.
Their own alerts, API keys and ChatGPT or Claude connections stay theirs, not yours.
How do I remove an assistant?
On their card under Team, press Remove, then Remove? to confirm, or Keep to back out. Their access ends on the next thing they do in PropKaki, and their place is free again.
You can add the same person again later. To change their email or WhatsApp number, remove them and add them again; their Name and Access you can edit with the pencil.
Should I add another agent as my assistant?
Add only someone who will work in your account. A person can be an assistant on one account at a time, and once they sign in with the email you entered, that email opens your account, not one of their own. For a colleague who needs their own account and credits, see Can agency staff use PropKaki?