Team Management: Inviting, Assigning, and Removing Users

Effective team management ensures the right people have the right access while maintaining security and accountability.

Inviting Team Members

Path: Settings → Team Management → Invite Team Member

Required Information:

• Email address
• Role (Admin, Manager, Team Lead, Agent, Property Administrator)
• Optional: First name, Last name, Mobile

Important: Role availability by plan

• Solo plan (149 AED/month): Cannot add users (admin-only)
• Starter plan (299 AED/month): All 5 roles (up to 5 users)
• Pro plan (599 AED/month): All 5 roles (up to 20 users)
• Enterprise plan (999+ AED/month): All 5 roles + custom roles (unlimited users)

Process:

1. Enter email and select role (based on your plan)
2. Click "Send Invitation"
3. Team member receives email
4. They click link → Create password → Access granted

Invitation Validity: 7 days (expires after)

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Changing Roles

When to Change:

• Promotion (Agent → Team Lead, Team Lead → Manager)
• Temporary assignment (Manager covering Admin)
• Role correction (assigned wrong role initially)

How:

1. Team Management page
2. Find user
3. Click "Change Role"
4. Select new role (if available on your plan)
5. Confirm

Takes Effect: Immediately (user sees new permissions on next page load)

When to use Manager vs Team Lead:

• Use Manager for company-wide operations oversight (all deals, all reports, team roster view)
• Use Team Lead for hierarchical team management (team dashboard, team reports, task assignment)
• Manager can view the team page (read-only) — Team Lead cannot
• Team Lead can access their team's dashboard statistics — helpful for daily supervision

Example hierarchy:

• 1 Manager → oversees all operations, runs company reports, views team roster
• 2 Team Leads → each manages 3-5 agents, sees team dashboard and reports
• 10 Agents → create deals, manage own payments, report to team leads
• 2 Property Administrators → view all deals, handle documents and registration (edit assigned deals only)

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Removing Team Members

When to Remove:

• Team member leaves company
• Contract ends (temporary staff)
• Security breach (immediate removal)

How:

1. Find user in Team Management
2. Click "Remove from Team"
3. Confirm removal

What Happens:

• Access revoked immediately
• Can no longer log in
• Email notifications stopped
• Activity history preserved (audit trail)

IMPORTANT: Reassign their deals BEFORE removing to avoid orphaned work

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Deal Assignment

Assigning Deals to Team:

1. Open deal
2. Click "Assign To"
3. Select team member
4. Save

Team Member Sees:

• Deal appears in their dashboard
• Notifications for updates
• Task assignments

Manager View:

• See all deals + assignments
• View team member names and roles (read-only)
• Reassign if needed
• Monitor progress per team member via reports

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Team Activity Monitoring

Dashboard → Team Analytics

Metrics Tracked:

• Active deals per person
• Deals completed this month
• Average deal processing time
• Document collection rate
• Task completion rate

Use Cases:

• Identify high performers
• Spot bottlenecks (deals stuck with one person)
• Balance workload (reassign deals)
• Performance reviews (data-driven)

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Best Practices

1. Onboarding: Create test deals for new team members to practice
2. Clear Ownership: One primary owner per deal (avoid confusion)
3. Regular Reviews: Monthly team access audit
4. Prompt Removal: Remove access same day when staff leaves
5. Document Why: Note reason for role changes in audit log

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Team Limits by Plan

Need More? Upgrade plan or contact sales

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Next Steps

1. Invite all team members
2. Assign appropriate roles
3. Create team assignment workflow
4. Schedule monthly team access review