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Perchwell Teams

In this article, you will learn how to navigate to Teams, understand what information is visible, manage team members, and know what to expect at launch.

When to use Teams

Teams is a permission tool that allows you to assign a group of agents to a team and give all members the ability to view and edit listings together. This is ideal for brokers who have multiple agents working on the same listings and need flexible, shared access without relying on a single point of contact.


Navigate to Teams

Teams is located within Manage People.

  1. Go to Manage People

  2. Select Teams

Use the search bar to find a team by:

  1. Team Name

  2. Team Lead

  3. Contact Information

Visible Team Fields

Each team entry displays the following information:

  • Team Name

  • Brokerage

  • Team Lead

  • Email

  • Number of Members


Creating and Managing Teams

Team creation is an MLS staff function and is controlled by a feature flag. Staff can create and modify teams through the roster management system.

To create a new team:

  1. Go to Manage People

  2. Click Add New

  3. Select Team

  4. Fill in the team details (Team Name, Lead, Email, and Contact Info)

  5. Save the team

To add agents to an existing team:

  1. Open the team from the Teams list

  2. Add agents from the list filtered by the team's brokerage

πŸ’‘ Agents cannot be added to a team during the initial team creation. You must save the team first, then add members.


How Teams Work on Listings

When a team is assigned to a listing, all members of that team receive full editing rights for that listing. Team contact information will appear on the listing detail page.

Team members can also log in as one another when needed to help manage listings and stay on top of updates.


Access and Permissions

Team creation and editing are limited to the MLS staff.

For non-staff members: please reach out to your Team Lead with any requested changes. They can assist with team updates.


Tips

  • Agents can only be added to a team after the team has been created, not during initial setup.

  • Teams are currently limited to agents within the same brokerage.

  • Team logo support is not available at launch.

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