Creating Teams and Groups in BrokerBay
Getting Started
Before we learn to set up teams and groups, it is important to first understand the difference between the two.
A team is a set of agents that work together as a team.
A group is a cluster of users, that do not have to be interrelated, but that have something in common. For example, "Agents who can help with open houses"
How To
Setting Up a Team
Admin --> Manage Users --> Teams --> + Add Team
Add the team name
Add team members via the "Users" dropdown & search bar --> Save
Once you have added all corresponding users to the team, they will be able to view and edit each other's listings via the "My Team" tab. Team Admins will have their own admin queue where they can manage all team showings. You can also message all team members at once through the F7 Chat Tool!
Setting Up a Group
Admin --> Manage Users --> Groups --> + Add Group
Add the group name
Add agents or admins using the "Users" dropdown & search bar --> Save
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