CLIENT PANEL - How to setup your team

You can create a work team and granted different access to your co-worker to help you manage multiple accounts in the same brokerage company. 

1

From the welcome page, click on the settings. 
Step 1 image

2

And select "My teams"
Step 2 image

3

Click Add a team Step 3 image

4

Indicate the team name Step 4 image

5

And add email address from the associate you want to have or give access. 
Step 5 image

6

You can decide to give or not access to your co-worker Step 6 image

7

And click save team Step 7 image

8

Your co-workers will receive an email to inform them of your request for the team. Step 8 image

9

Your co-worker will have to approved your invitation. Step 9 image

10

Click Approve Step 10 image

11

And then your co-worker will be able to log in to each other account
Step 11 image

12

You can always go back in the team editor to change the access that have been given Step 12 image

Here's an interactive tutorial for the visual learners

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.