Your team

The account owner invites team members from Settings, Team Permissions, where each member also has a switch for downloading a client’s documents. Each gets an email with a link that works for 7 days, creates their own login and joins the brokerage. Seats depend on the plan: one on Starter and Pro, five on Team.

Who sees which clients

A client belongs to the agent they are assigned to. A team member can share all their clients with the owner by turning on Share My Clients with Team Leader under Settings, Profile.

Working a file together

On a client page, the owner or the assigned agent can add up to two teammates. The teammate gets an email and must accept before they see the file; after that they have the same access to the application, documents and messages.

Leaving

Deactivating a member removes their access at once. If a member deletes their own account, their clients are handed to the owner rather than lost.