Team Management: Invitations, Roles, and Permissions

Only an Admin manages the team: invites people, changes roles, deactivates and removes members. A Manager or a Team Lead can open Team and see the members but cannot change them; Agents and Property Administrators do not have the Team page.

How many people each plan allows

• Solo — one user, the Admin.
• Starter — up to 5 users, with all five roles.
• Professional — up to 20 users, with all five roles.
• Enterprise — all five roles; team size is set in your Order Form.

The five roles are Admin, Manager, Team Lead, Agent and Property Administrator. The article Understanding User Roles and Permissions explains what each of them can do.

Inviting someone

1. In Team, press Invite, then Single Invite — or Bulk Invite to invite several people at once.
2. Choose the role and enter the email address. A personal note is optional.
3. Press Send Invite. The person receives an email with a link to set up their account.

An invitation is valid for 7 days. While it is open, the Invitations tab offers Send Reminder and Cancel Invitation. If it expires, send a new invitation.

Changing a role

Open the member's menu and choose Change Role. The person receives an email about the change.

When someone leaves

• Deactivate — the person can no longer sign in, and every session they have open ends. Their deals and history stay in place. Reactivate brings them back with their previous role, if your plan has a free seat and the role is still available to your company.
• Remove from Team — removes the account permanently. Their deals and tasks are left without an owner and need to be reassigned.

You cannot deactivate or remove your own account, and the last Admin cannot be deactivated or removed: make someone else an Admin first.