Open Settings > Team.
Use the People and Offices tabs to manage the organization. Search by name, email, or office, and use the people filters for Agents, Staff, and Pending invitations.
A team member can have one or more roles:
Roles determine the work a person can perform. Office assignment limits the part of the brokerage they work with; All offices provides brokerage-wide office scope where permitted.
Each transaction has an Assigned to field and can also identify agents, a transaction coordinator, an auditor, and other transaction parties. Assign the person responsible for moving the file forward.
Open Settings > Brokerage to manage the account name, legal name, broker approvals, and brokerage licenses.