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 roles
Seven roles can be assigned from Team Directory, listed here from least to most access. You can only assign a role below your own.
- Agent — CRM access, own leads and tasks only.
- Marketing — Social Manager, Reputation Manager and campaigns. No leads, no commission.
- Transaction Coordinator — Tasks and Pipeline across every agent's deals, contract to close.
- 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.
- Site Administrator — Full WordPress admin, stacked onto an existing role rather than a rank of its own.
Brokerage builds add two more, Broker Admin and Broker Lead, which sit above Team Lead and manage several teams at once.
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
Click the remove icon next to the member in Team Directory. Their account is deactivated and their leads are reassigned to the team pool. Their lead history and notes are preserved.
