Documentation
Learn how to use Selekto
Team
Invite agents to your agency, assign roles and decide who sees what.
Roles
- Admin – everything: settings, company and design, integrations, team, all data
- Manager – properties, clients and selections, assigning agents, company settings, design and integrations; cannot invite or remove team members
- Agent – assigned clients, own selections and personal listings; sees only what is shared with them; Settings show only Profile and Integrations
Inviting and managing
- Go to Team (admins only), press Invite Member, enter the email, pick a role and press Create Invitation Link
- The invitation is emailed and also shown as a link you can forward yourself; it is valid for 7 days. Once accepted, the person appears in the list
- From the same page change roles, remove members and revoke pending invitations
A person can be both a broker with their own agency and an agent in another one – the role switcher is in the sidebar. Each member connects their own Telegram. Agency listings belong to the whole team, so there is nothing to transfer between agents; only clients are assigned.
