Manage your team and permissions

Add a team member

Open Team → Invite member, enter their individual work email, and choose the role that matches their responsibilities. Ask them to accept the invitation using that same address.

Assign the minimum access required

Agents generally need to maintain their profile, properties, and leads. Agency administrators may need broader visibility and brand-management controls. Do not provide billing, team administration, or organization-wide publishing access solely for convenience.

Maintain public consistency

Define who reviews brokerage attribution, licence information, claims, property status, testimonials, and neighborhood content. Technology permissions do not replace your brokerage’s approval process.

Remove access safely

Before removing a team member:

1. Reassign open leads and active content.
2. Decide what should remain public.
3. Transfer ownership of domains or external integrations where applicable.
4. Disable the person’s access promptly.
5. Review whether external provider access must also be revoked.

Never reuse or share the former member’s account.