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Agent Team Switcher

Add team members and switch between team member dashboards

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Written by Bambi Tominaga
Updated yesterday

Overview

This article explains how to invite team members to your Team. It also shows you how to switch between team member dashboards using the Team Switcher; This is especially useful for brokerages or admin staff who manage multiple agents' media, orders, and appointments.


Inviting Team Members to Join Your Team

To give your team or administrative staff access to your listings, follow these steps:

  1. Go to the Team page using the left-hand navigation menu.

  2. Click the Add Team Member button in the top right corner.

  3. Fill out the new member’s details:

    • First Name

    • Last Name

    • Email

    • Phone Number

    • (Optional) Profile photo/avatar

  4. Click Add Team Member to send the invite.

Once invited, the new team member will appear in your team list. You can view the activation status of their invite and resend the invitation if needed.


Using the Team Switcher

After a team member has accepted your invite, and if they belong to multiple agent teams within the brokerage, they can use the Team Switcher to toggle between dashboards.

To switch between Teams:

  1. Locate the Team Switcher at the top left of your dashboard.

  2. Click your name or current Team name.

  3. Select the other Team you want to switch to from the list.

This gives admin users access to the following items associated with each Team they’re part of:

  • Listings

  • Images and media

  • Orders

  • Appointments


FAQ

Q: Can a team member be part of more than one Team?

A: Yes! If a team member belongs to multiple teams, they can easily switch between them using the Team Switcher.

Q: Do team members need a profile photo to join?

A: No, a profile photo is not required. They can upload one later if they wish.

Q: What if an invite wasn’t received or has expired?

A: Go back to the Team Members page to resend the invitation.


If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!

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