CLIENT PANEL - How to set up your team
You can create a work team and grant different accesses to your co-worker(s) to help manage multiple accounts in the same brokerage company.
From the home page, click on the settings.
And select My teams.
Click ADD A TEAM.
Name your team.
Add co-workers using the search bar. Once the contact is found, click on the + sign.
You can decide which co-workers you want to grant access to.
And click SAVE TEAM.
Your co-workers will receive an email to inform them of your request.
Your co-workers will have to approve your invitation.
And then, your co-workers will be able to access each other's accounts.
You can always return to the team editor to change the accesses that have been granted.