Give every team member access to exactly what they need, and nothing they don鈥檛.
Who this is for: Enterprise admins
Create a role
Go to Settings > User Management and open Roles.
Click Create New Role, choose Broker or Non-Broker (for example credit analysts, admin staff, paraplanners), name it and tick at least one permission.
Click Create Role. Use the three dots to edit, duplicate or delete roles later.
Invite a user
Go back to Users and click Invite User.
Enter their details and choose the role type and role.
For non-brokers, choose their Assigned Brokers. They'll work on those brokers' leads.
Click Invite User. They'll get an email to set up their account.
Team Manager visibility
A Team Manager role can be set up four ways:
Setting | They see |
|---|---|
Show all leads by selected assigned brokers | Leads where the main broker is one of the chosen brokers |
Show all leads by broker business | Leads where the main broker belongs to the chosen businesses |
Only see leads when assigned (selected brokers) | Leads where a chosen broker has any role (broker, associate, member) |
Only see leads when assigned by broker business | Leads where anyone from the chosen businesses has any role |
Other useful roles
Onboarding Administrator: can create broker businesses and users without seeing any leads, client data, reports or financial information.
Impersonate: admins and team leads can open Brokers, choose a broker, click View Broker and then Impersonate to update their availability, email or mobile sync, credit guide, settings and calendar on their behalf.
Deactivate a user
Deactivate users who leave before deleting them, and reassign their leads and tasks first. See Reassign leads and share access between brokers.
Need a hand?
Email [email protected] and our team will get back to you.