Using the BrokerBay Multiple Teams Feature

Adding a User to Multiple Teams

Within the BrokerBay system, there are be two ways through which a user can be added to multiple teams:

1. Manage Users → Users tab:
   
   A global or branch admin can navigate to the Edit User page for a specific user, scroll down and find the Team(s) input bar. This input bar will allow the global or branch admin to add that user to any team within the brokerage.
   

   _{Manage Users → Users tab}
    
   ^{Team(s) input field}

2. Manage Users → Teams tab
   
   A global or branch admin can navigate to the Edit Team modal via the ellipses button beside any team and add a user to that team.
   

   ^{Manage Users → Teams page}
   
   ^{Edit Team modal}

Functions for Team Admins

Dashboard

The team dashboard received a makeover as well. If a team admin is managing / part of multiple teams, they will see a dropdown arrow beside the header. This dropdown will allow the team admin to toggle between the different teams they are managing. The dashboard will reflect listings, showings, tasks, and members associated to a specific team.

If the team admin is licensed, they will see their own dashboard as an option in the dropdown as well.

Team Admin Dashboard

Admin Queue

Much like a team admin’s functionalities managing a single team, they can now do the same managing multiple teams. That is, they can view showings and listings that require actioning from all teams.

Admin Queue

Functions for Any Member Belonging to Multiple Teams

My Team

A user part of multiple teams can filter results both in the My Team → Listings and My Team → Showings pages.

Listings

Within the My Team → Listings page, after selecting the Advanced Search button, the user can see a Team filter. By selecting a specific team in the dropdown, the user will see listings from that specific team. By default, the member will see all listings for all teams to which they belong.

^{My Team → Listings}

Showings

Within the My Team → Showings page, after selecting the filter icon, the user can see a Filter Showings modal. By selecting a specific team, the user will see showings from that specific team. By default, the member will see all showings for all teams to which they belong.

^{My Team → Showings}

Template Manager

A user part of multiple teams also has the option to create an email template for a specific team or all teams to which they belong. By selecting My Team within the Apply to dropdown, the member will see a Select team(s) multi-select field. By creating a template for a specific team, only members part of that team will have access to that email template. This functionality applies to all templates (i.e. Feedback Request, Feedback Survey, Message Showing Agents, and Offer Registration).

^{Template Manager}

Functions for Listing Agents

Dashboard

A licensed user or agent can view the people or listings part of a specific team in their dashboard through the dropdown menu located at the header of the Teams card.

Agent Dashboard

Listing’s Team Affiliation

With this feature, even if a listing agent is part of multiple teams, their listing will be associated with only one team. That team is considered the primary team of the primary listing agent. The primary team is the first team that appears in the agent’s edit user page.

Hence, this listing and related showings and / or tasks will only appear for members of that particular team.

Edit User page

Mobile Functionalities

A licensed user (whether they are an agent, team admin, branch admin, or global admin) who belongs to multiple teams can log into the mobile app and access the team dashboard for each of the teams to which they belong. Team admins can action showings and listings for any team they manage through the mobile app.

At the top of the team dashboard, there will be a team name header and an arrow icon. This functionality allows the licensed user to toggle between their different team dashboards.

^{Team Dashboard}

Selecting the team name header will open up a menu that allows the user to select which team they would like to view.

^{Team drop-up menu}