Team
Bring people onto your book, decide what each of them can reach, and see how their work is going.
4 Articles
Your Team
4Invite Your Team
Send an invitation to your team, choose exactly what that person can do, and manage the invitations still out.
Understand Roles and Permissions
Learn the two things that decide what someone reaches: their brokerage access level and the permissions their broker hands them.
Change What a Teammate Can Do
Open a person on your roster to change their title, what they handle, and the permissions they hold.
Set Up the Daily Team Brief
Write the morning brief your team receives on weekdays, choose who gets it, and let each person tune or mute their own copy.
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