Editing Teams, Team Administrators, and Assistants

2 min read | This article is for *Administrators*

Getting There:

• Admin tab → Manage Users tool → Teams

OVERVIEW

Create teams to optimize Agent collaboration and streamline administrative processes. Teams enable:

• Efficient access to team-specific listings, appointments, and communications.
• Simplified distribution of information to all team members.
• Centralized management of team-related tasks.

See Creating Teams and Groups for how to create a new Team.

IN THIS ARTICLE

• Adding additional team members
• Creating accounts for Team Administrators and Assistants

Adding additional team members

Administrators can add users to Teams through two methods: the Edit Team module or the user's profile.

Through the Edit Team module

1. Navigate to your Admin toolbox and select Manage Users.
2. Select the Teams tab, then select the team you wish to edit.
3. Select the ellipsis icon (...), then select Edit Team.
4. Utilize the user search function to add team members.
5. Select Save once you are finished.

Through a user's profile

1. Navigate to your Admin toolbox and select Manage Users.
2. Select the Users tab and locate the user's profile.
3. Assign the user to a team using the Team dropdown menu.
4. Select Save.

Creating accounts for Team Administrators and Assistants

1. Navigate to your Admin toolbox and select Manage Users.
2. Click + Add User and enter details.
3. Select Team Admin from the Role dropdown. Assign them to their respective team.
4. Select Save.

To create an account for an Agent's Assistant, add the Assistant as a Team Administrator and create a Team containing only that Agent and their Assistant.

What do Team Admins see?

Team Admins have access to the My Teams tab and the Admin Queue for managing team-related listings and appointments.

• Licensed Team Admins can toggle between Me vs. Team on their dashboard. This allows them to manage their personal listings from their Agent dashboard, or view and manage team appointments and listings from their Team dashboard.
  
• Unlicensed Team Admins have access to a Team dashboard to view and manage team appointments and listings.