As the Admin for your Brokerage, the first time you log in you may see a blank canvas. In this article we'll walk you through setting up and navigating your Brokerage Workspace so you can effectively add your team, manage requests to move or join, and create and share documents and templates.
Workspace Setup
1. From the home dashboard, select your Workspace from the navigation menu on the left. You should be presented with the drop-down menu including Teams, Members, Roles, and Brokerage. You can manage and update any/all settings covered here at any time through this Brokerage admin drop-down.
2. Select Brokerage, then enter the name of your company as you want it to show up to all team members / clients. Next upload a thumbnail version of your logo. Click Update.
3. Click into Members and invite your team to join your brokerage workspace. As you are adding users, you can designate which of them should have ownership or administrative privileges and which should just be members.
** Note: The Members tab is where you will see any pending requests to join your brokerage by agents or TC's. This is where you can accept or reject these requests in order to give them access to your workspace, add them to a team, and share templates or documents with them.
4. Once your members join, you can create and group them into teams in the Teams page.
When you create a team, designate which users are Team Leads and which are Team Members to give leaders more oversight. You can edit these settings at any time by clicking on the three dots in the Actions column next to a team name.
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