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.
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From the home page, click on the settings.
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And select My teams.
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Click ADD A TEAM.
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Name your team.
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Add co-workers using the search bar. Once the contact is found, click on the + sign.
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You can decide which co-workers you want to grant access to.
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And click SAVE TEAM.
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Your co-workers will receive an email to inform them of your request.
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Your co-workers will have to approve your invitation.
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Click Approve.
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And then, your co-workers will be able to access each other's accounts.
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You can always return to the team editor to change the accesses that have been granted.