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. 

1

From the home page, click on the settings. 
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2

And select My teams.
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3

Click ADD A TEAM.Step 3 image

4

Name your team. Step 4 image

5

Add co-workers using the search bar. Once the contact is found, click on the + sign.

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6

You can decide which co-workers you want to grant access to. 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. Step 8 image

9

Your co-workers will have to approve your invitation. Step 9 image

10

Click Approve.Step 10 image

11

And then, your co-workers will be able to access each other's accounts.
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12

You can always return to the team editor to change the accesses that have been granted. Step 12 image

Here's an interactive tutorial for the visual learners:

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