Creating Teams and Groups

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
• Creating a Group

Creating a Team

1. Navigate to your Admin toolbox and select Manage Users.
2. Select the Teams tab, then select + Add Team.
3. Enter a Team name.
4. Utilize the user search function to add team members.
5. 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

1. Navigate to your Admin toolbox and select Manage Users.
2. Select the Groups tab, then select + Add Group.
3. Enter a Group name.
4. Utilize the user search function to add team members.
5. 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.