Collaborating on SingleKey just got easier. Whether you're managing multiple properties, brokerages, or companies, our Teams feature helps streamline your workflow. With team management, you can assign admin roles, control teammate access, and share reports effortlessly—all while each user maintains their own login credentials.
In this article, we’ll walk you through:
How to create a new team
How to invite teammates to your team
How to switch between teams in your account
1. How to Create a New Team
Follow these steps to set up a new team within your account:
Step 1: Log in to your account and navigate to "Account Settings".
Step 2: Click on "Team" in the left-hand menu.
Step 3: Click the "Add new team" button.
Step 4: Enter a name for your new team and select the associated business from the dropdown menu.
Click "Create" to finalize the setup.
2. How to Invite a New Teammate
Once your team is created, you can invite others to collaborate:
Step 1: In the Teams section of your account settings, select the team you want to add a new member to.
Step 2: Click the "+ Member" button in the top right corner.
Step 3: Enter the teammate’s name and email address, and assign a role:
Admin: Can view all team reports and manage team and billing settings.
Member: Can view only their own reports unless permissions are changed.
Click "Create" to send the invitation. The teammate will receive an email to join the team and set up their account.
Step 4: To adjust permissions, toggle the "All Access" button:
On: The member can view all reports created by the team.
Off: The member can view only the reports they personally run.
3. How to Switch Between Teams
To navigate between teams:
Step 1: Click your profile avatar in the top right corner of your dashboard.
Step 2: Click the side arrow to open the team list.
The highlighted team is your current active team.
Step 3: Click on a different team name to switch.
Any new report you run will be associated with the currently selected team.