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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

  1. Go to Team (admins only), press Invite Member, enter the email, pick a role and press Create Invitation Link
  2. 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
  3. 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.
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