Team members

Inviting someone

Go to Settings > Workspace > Members and click invite. Enter their email and pick a role, they'll get an invitation by email. Pending invitations are listed on the same page, and you can cancel one any time before it's accepted.

When an invitee signs up, they skip workspace setup and land directly in your shared workspace.

Roles

• Owner. The person who created the workspace. Full control.
• Admin. Can manage members and workspace settings.
• Member. Works in the workspace, deals, contacts, documents. No access to workspace or brokerage settings, and no member management.

Owners and admins can change a member's role from the member's detail page.

Member settings

Each member has a detail page where you can manage their role, commission split, licenses, and MLS memberships. Brokerages set a workspace-level default commission rate and override it per agent.

Removing someone

From the member's detail page, remove them and their access ends immediately. The workspace's deals and contacts stay with the workspace.