How can I grant access to my BrokerBay account to another office member/teammate/assistant?

Getting Started

Adding agents to their teams allows them to view all listings and appointments within the team, and makes for easy messaging when an administrator needs to message all agents within a team.

How To

Below covers how to create a team, add an agent or admin to a team, and create accounts for Team Administrators or Agent Assistants.

Creating a Team

1. Admin --> Manage Users --> Teams --> + Add Team

2. Add the team name

3. Add team members via the "Users" dropdown & search bar --> Save

Users that have been added to a Team will now have "My Team" as an available tab on the lefthand side of their screen. The "My Team" section displays team-wide listings and appointments.

Adding New Team Members - Option 1

1. Admin --> Manage Users --> Teams --> Edit Team (via the "..." menu next to your chosen team)

2. Add new team members via the "Users" dropdown & search bar --> Save

Adding New Team Members - Option 2

1. Admin --> Manage Users --> Users --> Select the user you're looking for by clicking on their name

2. Assign them to the correct team via the "Team" dropdown --> Save

Creating Accounts for Team Administrators / Agent Assistants

1. Create the account via Admin --> Manage Users --> + Add User

2. Select "Team Administrator" from the Role dropdown

3. Assign them to their respective team via the "Team" dropdown --> Save

This user will now be able to edit and manage appointments and listings within that team.

NOTE: If you are looking to create an account for an agent's assistant, add the assistant to the platform as a Team Administrator, then create a team containing only that agent & their assistant.