Agency members
Members are the people who work in the agency workspace. The list of members and the tools to manage them are in the Members section of the agency menu.
The Owner and the Manager can invite and manage members. Only the Owner can change the agency settings.
Roles and what they can do
An agency has seven roles. Each role defines what a person can do in the agency workspace.
| Role | What they can do |
|---|---|
| Owner | Full access. Invites and manages members, changes agency settings, manages the wallet and plan, sees all leads and reports |
| Manager | Invites and manages members, sees all agency leads, assigns and transfers leads, sets up routing rules |
| Agent | Works with leads: sees their own leads and the shared pool, claims leads from the pool, runs deals |
| Transaction Coordinator | Supports deals and documents, helps carry leads through to completion |
| Marketer | Works with marketing tools and the brand page |
| Admin | Helps administer the agency on the owner's behalf |
| Viewer | Only views data without the right to change it |
The Owner and the Manager see all agency leads. A regular Agent sees their own leads plus the shared lead pool.
How to invite a member
Open the 'Members' section
In the agency menu go to the Members section.
Click 'Invite'
Click the button to invite a new member.
Enter the email and choose a role
Enter the email address of the person you are inviting and choose a role for them.
Send the invitation
The person receives an email with a link to join. The link is valid for 7 days.
The invite link is valid for only 7 days. If the person has not joined within that time, send the invitation again.
Member statuses
Each member has a status that shows their current state in the agency:
| Status | What it means |
|---|---|
| Invited | The invitation has been sent, but the person has not joined yet |
| Active | The member has joined and works in the agency |
| Suspended | The member's access is temporarily stopped |
| Removed | The member has been removed from the agency |
Suspending and removing
The Owner or the Manager can temporarily suspend a member - then the member has no access to the agency workspace but stays in the list. This is handy if a team member is on holiday or their participation needs to be paused.
If a team member no longer works at the agency, they can be removed. After removal they lose access to the agency workspace.