Invite agents to your brokerage
Brokerage admins add agents from the Team tab in the Brokerage area. Each agent gets their own login, their own pipeline, and a seat on your plan.
This applies to brokerage accounts. Solo accounts are a single seat and do not invite others, so the Team page is not part of a solo plan at all: opening it directly shows a not-found page rather than an empty roster.
- In the sidebar, open Brokerage under Admin, then pick the Team tab. Invite teammate sits above the roster, and there is a second Invite teammate button at the bottom of the sidebar.
- Click Invite teammate and enter the agent's name, email and seat (Agent is the default). You see the seat's monthly cost before the invite sends.
- The agent accepts, sets a password, and completes their profile.
- Their seat is added to your plan and billed at your per-agent rate.
Team and Users used to be two tabs listing the same people. They are now one Team tab, and it is where you change somebody's seat, re-send an invite, move their leads or remove them. The old Users address still works and sends you to Team.
By default every teammate can open every lead. If you want each agent scoped to their own, read Lead visibility first: it turns on the boundary, and it applies to teammates on the Agent or Viewer seat, not to Admins.
Need more help? Contact support.