Brokers & Agencies

Manage your brokers, members, their roles and permissions.

Manage brokers

Add and update broker profiles.

Overview

Brokers have a public profile presenting their contact details and properties.

Steps

  1. Open the Brokers section.
  2. Add or edit a broker.
  3. Complete the bio and contact details.
  4. Save.

A professional photo builds visitor trust.

Manage team members

Invite and organize internal members.

Overview

Team members can access the dashboard according to their assigned role.

Steps

  1. Open the Team section.
  2. Invite a new member.
  3. Assign an appropriate role.
  4. Save.

Not all members are necessarily brokers.

Roles and permissions

Control who can see and edit what.

Overview

Roles define each member's level of access to your workspace.

Steps

  1. Open a member's settings.
  2. Choose the appropriate role.
  3. Review the associated permissions.
  4. Save.

Grant only the access each role needs.

Broker vs admin vs agency vs member

Clarify the different user types.

Overview

An agency is the tenant. Admins manage the workspace, brokers present properties, and internal members may hold other functions.

Steps

  1. Agency (tenant): the organization that owns the workspace.
  2. Admin: manages settings and the team.
  3. Broker: public profile and properties.
  4. Member: internal access based on their role.

A single user may combine several functions depending on your organization.

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