Team members, roles and branches

Roles

Invite team members by phone number from the Team page. Roles decide what each person sees: owners see everything including money; branch owners see their branch; advisors work leads and properties but not the owner book or reports; back office handles data entry without money screens; accountants see money without the pipeline.

Every role change takes effect on the member's next page load. The Starter plan is single user; Pro seats five, Business twenty five.

Branches

On the Business plan, create branches and scope branch owners and advisors to them. Properties, leads and deals can carry a branch, and branch owners see only their own.