Before we add new team members, it is important to understand the two different types of Team Member and also permission levels available.

Active vs. Passive Team Members:

“Active Team Member” An Active Team Member is someone who will need access to the platform to complete tasks, such as generating fund requests. This may be your admin support team, or can be agents if they are tasked with creating their own fund requests. These users will be sent an activation link and will need to create a password to access the RealtyAssist platform.

You can set different permission levels for Active Team Members -  See 'Permissions' below

“Passive Member” A Passive Team Member, is generally an agent who will have fund requests created by an admin support team on their behalf. They do not need or have access to the RealtyAssist platform, so will not receive an activation email. They are purely listed as an agent to select to receive notifications for when a fund request is sent on their behalf, and is paid by the vendor - Keeping your agents in the loop, every step of the way.

Active Team Member Permissions:

Standard Access

• Standard Access: can create & manage their own Fund Requests.

Office View Only

• Has Standard Access: can create & manage their own Fund Requests and can also
• View all Fund Requests & transactions office wide, but cannot make any modifications.

Administration Support

• Has standard Access: can create & manage their own Fund Requests and can also
• Manage Fund Requests and transactions office wide.

Office Management

• Has Standard Access: can create & manage their own Fund Requests and can also
• Manage Fund Requests, transactions office wide, Manage  Team Members (with permissions Standard, Office View and Administration Support & can update general business information (excluding amending Trust Accounts)

Trust Management

• Standard Access: can create & manage their own Fund Requests and can also
• Manages the life cycle of Trust Accounts from creation to archived for the office ("Location")

How to add Team Members:

1. Once logged into our Agency Portal, click "Members" in the left sidebar menu.
   
2. Click the "+ New Member" button.
   
3. Select either "Active Member" or "Passive Member" and click the blue "Continue" button.
   
    
4. For an Active Team Member, enter the email address of the new user that you wish to add 
   

5. Set the permission level for their access by selecting the relevant tick boxes.
   NOTE: Your granted level of access will depend on how many options you see here. For example: Owner will see all permission levels. Whereas, Office Management will see Administration Support and below.
    

   You can view the permissions description and when you are ready, click to send the invite.

   
   

6. For a Passive Team Member, You can add in the details and Create the agent in the platform and when you are ready, click create agent. 

   
   Note: A reminder that as they are Passive, they will not receive an activation email and will not have access to the platform. They will however receive notification emails when a fund request is sent on their behalf and then paid by the vendor.

   
   
   
   
   Deactivating a Team Member
   
   1. Click "Members" in the left sidebar menu
   

   2. Click on the Team Member you wish to deactivate
   
   
   3. Click "Deactivate This User" 
   

   IMPORTANT TO NOTE: 
   An Owner level permission can deactivate a team member with any permission level within the agency.

   Office Management can only deactivate a team member with a lower level permission than themselves ie 'Administration Support', 'Office View Only' and 'Standard'