Agent Teams: Adding and Removing Team Members

  • Updated

 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

  1. From your Roster, select Manage Office.
  2. Select Agent Teams.

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  3. Select the Team you would like to add a member to!

    Select_the_Team.png
  4. From your Team Dashboard, select Team

    Team_Members.png

  5. Select Add Members.

    Add_Members.png

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

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

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

    Invite.png
  10. You will now see your new team members in your team!

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

    Remove.png

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