How to Add Team Members to the Thimble Broker Portal

Note: You must be an account admin to use this feature. If you are not an account admin and would like to be one, please contact

As an admin, you can add, remove, and manage individual agents within your Thimble Broker account. When you add agents, you can see their referrals history, sales, and commissions.

1. To add an agent, click the ‘Agents’ tab, then click the Add Agent button.


2. Fill out your agent’s information and select ‘Send Notification’. This will create them as a broker, and they will receive an email to set a password. Their account will come with their own unique Broker ID and share links.

3. Once your agent is created, you will see them in your Agent List. You can delete agents at anytime. By clicking the    icon, you can view their individual referrals table.

4. You will be able to see how many registrations, purchases, extensions, and cancellations they have, along with their commissions.