Managing user roles

How to add team members, assign roles, and manage access in MLS Genie™.

Adding a team member

Go to Team Directory → Invite Member. Enter the new member's email address and select their role. An invitation email is sent automatically. When they accept, their account is created with the assigned role.

The four roles

  • Agent — CRM access, own leads and tasks only.
  • Manager — CRM access, all team leads visible.
  • Team Admin — Full CRM plus all settings pages. No WordPress admin.
  • Team Lead — Everything, including full WordPress admin.

Changing a role

Go to Team Directory, click the edit icon next to the member, change their role in the dropdown, and click Save. The change is immediate.

Removing a team member

Go to CRM Settings → Team Manager and click the red remove icon next to the member. The dialog shows how many leads they have and asks who takes them: another agent, or Unassigned, which puts them in Leads › Unclaimed for any agent to claim. Closed deals stay with the agent who closed them. Their contacts, tasks and notes stay with the team.

The Remove Team Member dialog
Sample data.
  1. How many leads they have, and how many closed deals stay with them.
  2. Give their leads to — an agent, or Unassigned.
  3. Remove from Team hands the leads over, then removes them.

Each agent who receives leads is told about each one, the same as any reassignment. If your user level cannot reassign leads, the dialog says so and a team lead does it.

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