Account & Billing5 min read

Team Collaboration and Members

Add teammates, assign roles, and keep everyone on the same brand.

Inviting a teammate

Send an invite by email from Team settings — they set their own password and appear in your workspace once they accept.

Roles

Admins manage billing and the shared brand kit, Agents create and export listings, and Viewers can see but not edit — assign whichever fits each person’s day-to-day.

Shared vs. personal brand kits

A Team plan includes one shared brokerage kit every member inherits automatically, while individual agents can still layer a personal contact block on top for their own listings.

Activity visibility

Admins can see recent activity across the whole team’s listings, useful for a quick pulse-check without asking everyone individually.

Pro tip

Set new agents to Viewer for their first few days if they’re still learning the brand kit — it prevents accidental off-brand exports while they get oriented.

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