Brokerage Management

Invite agents (Team & users)

For: Brokerage Admin · Ops Admin

Overview

Brokerage admins manage people under Brokerage → Team & users (/brokerage/user-admin/agents). The page title is Agents & roles with an Invite agent button and a role selector per member.

Steps

  1. Open My Dashboard, expand Brokerage, and choose Team & users.
  2. Click Invite agent, enter Email (required), then Send invite.
  3. Assign roles with the Role dropdown when allowed: brokerage admin, ops admin, or agent (values shown with spaces in the UI).
  4. Use Remove to detach a member if they should no longer access the brokerage.

Tips

  • If outbound email is not wired, the server may log the accept URL—check your environment’s mail configuration.

Common mistakes

  • Using Team & users without brokerage admin or ops privileges—you’ll see Access restricted.

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