Roster Admin: Adding Regions and Offices

Creating regions and offices allows you to organize your brokerage, manage your people, and manage roles and permissions.

Adding a Region

  1. From the Manage Company screen of the Roster, select the Plus icon (see below).
  2. Click the Region Icon (see below).
  3. Add Region details:
    1. VISIBILITY INFORMATION: All options are set to on by default.
  4. Click Create (see above).

Adding an Office

  1. From the Manage Company screen of the Roster, select the Plus icon (see below).
  2. Select the Office icon (see below)
  3. Add Office details
    1. VISIBILITY INFORMATION: All options are set to on by default.
  4. Click Create (see above)
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