Adding / Inviting Additional Team Members (Advisors)
Written by TJ Salyars
Updated at January 5th, 2026
Table of Contents
Any advisor with manager-level access in your dealership's account can invite additional team members as advisors. When inviting advisors, you'll need the John Deere User ID number and email address of the new advisor.
How to invite a new advisor
- Login to the Web Dashboard and navigate to the Manage tab.
- In the top right corner, select the yellow Invite Advisor button to add new employees to the account. Advisors can be added individually or through the bulk invite file upload, with the sample bulk upload file being linked in the note.
- If inviting one advisor, enter in their information and decide whether you want that advisor to have manager-level access in the account under “Select Role”.
- Under the Teams dropdown, input which team/s you would like the new advisor to be on.
- Invited advisors will receive an email with a link to register for ExpertConnect with your organization.
After you invite a new advisor, they will show up in the Pending Invites section until they sign-in for the first time using their John Deere User ID or email they were invited with. Once they register, you can view you advisors in the Advisor-View section.
Some contacts have a free client ExpertConnect account prior to being invited to an ExpertConnect account. In this instance, a pop up will show after entering the phone number of the advisor to be added confirming you would like to add them to your company. Select "Yes," and then continue to fill out the form and click Submit.
It may also be necessary to invite current contacts to a team. Invited contacts could include customers or external advisors that work for another dealership. While any team can invite contacts to access it, this feature was specifically created to allow companies to invite external users to Hidden teams. Learn more about team visibility. Inviting a contact to a team does not invite the contact to act as an advisor on the team. It only allows the contact to find the team and create tickets as a customer with the team. To learn more about inviting current contacts click here.