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. 

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From the welcome 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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Indicate the team name

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

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

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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 for the team.

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Your co-worker will have to approved your invitation.

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Click Approve

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

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

Here's an interactive tutorial for the visual learners