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Account & Billing3 min read

Team Management and Collaboration

Add team members, manage roles, and collaborate on listings and contacts.

The Studio plan includes team collaboration features for brokerages and teams.

Adding team members: Go to Settings > Team > Invite. Enter the team member's email address and role. They'll receive an invitation email with a link to join your team.

Roles:Owner — full access to all features, billing, and team managementAgent — full CRM access to their own contacts and listingsAssistant — can view and edit assigned contacts/listings but cannot delete or manage billing

Data isolation: Each team member sees only their own contacts and listings. The owner can view all team members' data for oversight.

Shared features:Listing transfers between team membersShared showing calendar (team availability view)Team-wide email template libraryAggregate team analytics for the owner

Billing: Team plans are billed per seat. Each additional agent is added to the monthly invoice at the Studio plan rate.

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