2 min read | This article is *Administrators*
Getting There:
- Admin tab → Manage Users tool
OVERVIEW
Creating Teams and Groups within your BrokerBay brokerage platform enhances communication and visibility among users.
Groups and Teams are not the same. A Team consists of Agents who collaborate and share visibility across each other's listings and showings. A Group is a custom collection of BrokerBay users who may not have formal ties but are organized for a common purpose, such as collaboration on open houses.
IN THIS ARTICLE
Creating a Team
- Navigate to your Admin toolbox and select Manage Users.
- Select the Teams tab, then select + Add Team.
- Enter a Team name.
- Utilize the user search function to add team members.
- Select Save once you are finished.
Upon Team assignment, users will gain access to a Teams panel in their agent dashboard and a My Team tab in the left-hand side navigation menu. The My Team tab provides an overview of team-wide listings and appointments.
See Editing Teams, Team Administrators, and Assistants for how to edit your Team.
Creating a Group
- Navigate to your Admin toolbox and select Manage Users.
- Select the Groups tab, then select + Add Group.
- Enter a Group name.
- Utilize the user search function to add team members.
- Select Save once you are finished.
Once you have created a group, you can send bulk messages to all users within it using the Chat tool.
Comments
0 comments
Please sign in to leave a comment.