Agent Teams are a part of most brokerages! Follow the steps below and learn how to add members to your Agent Teams!
Note: This feature is only available to those with office admin permission levels or higher. If you would like to be added to a team, please reach out to your office admin and they will be able to add you and your team members to a team by following the instructions below.
Adding and Removing Member from your Team
- From your Roster, select Manage Office.
- Select Agent Teams.

- Select the Team you would like to add a member to!

- From your Team Dashboard, select Team

- Select Add Members.

- Use the search box to find the person you would like to add to your team.

- Designate what status this team member will have, either Member or Lead (Circled in Red Below).
- Select Add (See Arrow).

- Once you have found all the people you want to invite, select Invite (See Arrow below).

- You will now see your new team members in your team!

- To remove a Team Member, select the Remove button on the right hand side of their name.

- Agent Teams Members.pdf500 KB
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