Invite your team and choose roles
Add coordinators and agents, and what each role can see and do.
- Open Transactions and click the people icon (Team) at the top right.
- In Invite, enter one or more Email addresses, separated by commas.
- Choose a role: Agent, Coordinator or Admin.
- Click Send invites. They get an email to set a password and join.
From the member list you can change someone's role, or Resend, Cancel or Remove an invitation. Only admins manage the team.
What each role can do
| Role | Can do |
|---|---|
| Admin | Everything, including the team and the plan. |
| Coordinator | Every transaction, plus the checklist, intake links, email forwarding and reviewers. Not the team or the plan. |
| Agent | Only the transactions they lead, are added to, or appear on as a party (matched by email). Commission is read-only, and shared settings are hidden. |
Leads and agents on a file
On a transaction, click Lead in the header to choose its Transaction lead, and tick the Agents on this file. Only admins and coordinators can change these.
Each plan includes a number of seats: 1 on Solo, 5 on Team and 25 on Brokerage. The Team page shows how many you're using.