Team: Adding, Viewing, Editing, Deleting

This article will run through how to add, view, edit and delete a team in Keywhere. 

Team Page 

1. Clicking on Team on the sidebar will access the Teams page. 

2. The Team page shows a list of your team members and their roles for real estate users.

3. To add a new team member, click on the New Member drop down menu, then click the New Team Member button in the top right-hand corner of the page and follow the on-screen prompts. 

4. Clicking on an individual team member from the list opens the View Team Member page.

5. The View Team Member page displays more details about a specific person, and is used to edit their details by selecting the Edit button at the top right-hand corner of the screen. 

6. The Transfer Assets/Properties option allows you to reassign the Property Manager/SA or Listing Agent from one team member to another. Read here for more information.

7. The Update Signatures option allows you to change the email signature for all currently filtered Team Members on the main Team page. 

Adding a New Team Member 

1. A new team member can be added by clicking on New Team Member in the top right-hand side dropdown menu.

2. This will display the New Team Member page. Personal details of the team member including name, mobile number, email, and website can be added. 

3. An email signature can also be added here by clicking the + icon, and a dropdown box will appear.

4. By checking the Create User checkbox, a user login can be created by entering the required details. 

5. If creating multiple team members in a row, it may be helpful to check the "Create Another" checkbox in the bottom right of the page before clicking "Create." This will take you directly to a new team member creation page after saving, rather than back to the generic Team page.

6. When you're finished setting up, click "Create" to save your new team member.

Editing a Team Member

1. To edit a Team Member, first navigate to the Team Member page. Next, find the Team Member you would like to edit. Now navigate to the action column and select the options icon (Dots Icon) then click the edit button (Pen icon).

2. From this page you can edit the team members' information. Once you have made the changes, then click the save button at the bottom of the page. 

Removing a Team Member

1. If you would like to make a Team Member inactive, follow the steps above to navigate to the Edit page. Now navigate to the Make Inactive button at the bottom of the page. Then click confirm. 

Note: Inactive Team Members can be restored by finding the Inactive Team Member account, then go to edit the Team Member and click the restore button.