What information is accessible for each role?
This article will go over the 3 different roles in a brokerage account and what information each role does and does not have access to.
- Elite Team Administrator
- Assistant
- Member
The Elite Team Administrator is the main point of contact for the team. These users will have the ability to create an office within a brokerage, add and remove users from an office, access the team dashboard, and will be able to generate user and listing reports.
Elite Team Administrators need to be invited to an office in the team account before they are able to navigate into an agent's account.
🔎 Resources for Administrators
The Assistant role was created for In-House Transaction Coordinators, File Reviewers, or Marketing Coordinators. When added to a team, these users will have the ability to navigate into member accounts. They can create and manage disclosure packages and will have access to Pro features.
Brokerage Assistants do not have access to the following features:
- They cannot create an office in the brokerage account
- They do not have the ability to add or remove anyone from the brokerage account
- The brokerage dashboard and option to generate reports is not available for their review
🔎 Resources for Assistants
The Member role is for agents. These users will only be able to access information in their own accounts. They have the ability to create, share, and manage disclosure packages; and will have access to all Pro features.
Elite Team Members do not have access to the following features:
- They cannot navigate to another member’s account
- They do not have the ability to add or remove anyone from the brokerage account
- The team dashboard and option to generate reports is not available for their review
🔎 Resources for Members
FAQ
Q: If an agent joins the Elite Team as an office manager or office assistant can I add them to the Elite Team account?
- A: Yes, when an agent joins an office or team as an office manager you will be able to add them to the account. This help article will show you how to get that done: Add a User to Your Team Account.
Q: How do I generate a User or Listing Report?
- A: To generate reports you will need access as an Elite Team Admin or Office Admin. This help article will show you how to generate reports: Generate Reports
Q: Can I edit users' information after I've invited them?
- A: Yes, you can do this by selecting the edit option next to the user's name, enter the updated information as needed and then hit the Update User button.
Q: How long does it take for Elite Team members to get access to the Pro Features?
- A: Once a user accepts the invitation they will have access to the Pro Features.