Setup my team
You can create a work team and grant different access to your co-workers to help you manage multiple accounts in the same brokerage company.
Click Create a new team
Indicate the team name, and add the email address of the associate you want to have or give access to. You can decide to give or not access to your co-worker. Click save team
Your co-workers will receive an email to inform them of your request for the team. Your co-worker will have to approve your invitation.
Click Approve
And then your co-worker will be able to log in to each other account
You can always go back in the team editor to change the access that has been given
