Creating & managing Teams

Agencies can setup Teams where a group of agents and/or admins work together.

Create a New Team

1. From the Teams page in Agency Admin, click Create
2. Give the team a Title and description (optional)
3. Search first for the Lead Agent of the team and select their name to add
4. Click Create Team
5. On the Edit Team page, click Add Team Member to add other users to the team
6. Search for the user and click Create Team Member
7. Repeat until you have all members added to the team

Edit an Existing Team

1. From the Teams page, select the team you wish to Edit
2. On the Edit Team page, you can now
   1. Duplicate the team (and adjust members within the duplicate)
   2. Upload photo(s) for the team
   3. Delete the team
3. If you change the team name or description, be sure to Save Details at the bottom of the page.