The Team page in the Brokerage section is where you invite teammates, set what they can do, and manage your seat count.
Sending An Invite
- Go to Brokerage > Team.
- Click Invite.
- Enter the teammate's email.
- Pick an Access level (Admin, Agent, or View only).
- Decide whether they can send with their own email & branding (off by default).
- Optionally set their license expiry.
- Click Send invite.
The teammate gets an email with a link to set up their account. They click the link, set a password, and they're added to your team automatically with the access you chose.
Inviting several people at once? Switch to the Bulk CSV tab and upload a list of emails.
Access Levels
- Admin - full org access. Sees every teammate's book, manages billing, handles compliance escalations, runs master view.
- Agent - works their own book. Sees their own clients, runs their own outreach, sends their own reports. Doesn't see other agents' data or admin-only surfaces (Billing, Sanctions Incidents, Master View).
- View only - read-only access. Can see what they're given but can't make any changes - no editing, no sending email, no outreach.
For the full Agent vs Admin breakdown, see What Your Agents See Vs What You See.
Sending With Their Own Email & Branding
By default everything a teammate sends - outreach, scheduled messages, equity reports, debt emails - goes out from your inbox, name, and branding, so clients see one consistent voice for the whole team.
If you want someone to send as themselves instead, turn on Can send with their own email & branding (on the invite form, or later from their row). Once it's on and they connect their own inbox under Settings > My Sending Inbox, they pick who each message sends from at the moment they send it: the compose window shows a Sender dropdown next to the Template field, listing everyone they're allowed to send as - themselves, plus you when they're allowed to use the shared inbox. It's pre-selected for them, so day-to-day sending doesn't change: if they've connected their own inbox it defaults to their own address, name, and email signature; otherwise it defaults to you. The dropdown only appears when they have more than one option, so a teammate with a single sender never sees a picker.
Want to force it, rather than leaving the choice to them at send time? Turn off Send from the shared inbox for that teammate. With the shared inbox off and their own inbox connected, the picker drops away and everything they send goes from their own address automatically. If they haven't connected an inbox yet, they can't send email at all - their outreach, reports, and client emails are turned off until they connect one, rather than going out under your name or a BrokerPlus address.
If you turn off both switches for a teammate - Send from the shared inbox and Can send with their own email & branding - sending is off for them entirely, and connecting an inbox won't change that (they're allowed to send from neither the shared inbox nor their own). Their send buttons show why and stay disabled until you turn one of those back on.
Leave the permission off for anyone who should always send under your name. View only teammates never send at all.
You can change someone's access level or sending permission later from the Edit button on their row - changes take effect right away, no need for them to log back in.
Staying Copied On What A Teammate Sends
When a teammate sends as themselves, their emails and reports go out from their own inbox, so a copy doesn't land in yours. If you want to stay in the loop - for example an assistant sending on your behalf, so you don't double-contact a client - they can turn on Bcc my principal broker on every email I send under their own Settings > My Sending Inbox.
With it on, you're blind-copied on every email and report they send through BrokerPlus. It's a true blind copy: the client never sees you were copied, and nothing about their email changes. It's off by default, and only teammates whose brokerage has a distinct principal broker see the option (you can't blind-copy yourself).
The first blind copy can land in your spam, since it's a copy of a message addressed to someone else. If you don't see them, check your spam folder, open one and mark it Not spam (or add a filter to never send that teammate's address to spam), and future copies land in your inbox.
Receives Team Notifications
By default a teammate only gets notifications for their own clients and their own work. You, the principal broker, get the notifications for the whole book.
Turn on Receives team notifications on a teammate's row to also send them the notifications you get - handy for an assistant who's helping you stay on top of everything. Each teammate can still mute individual notifications they personally don't want from Settings > Notifications & Reminders without affecting you or anyone else. See Notifications You'll Receive.
Removing A Member
- Find the member in the Team page.
- Click their row (or the overflow menu on the row).
- Choose Remove from Brokerage.
- Confirm.
When you remove someone:
- They lose access immediately.
- Their clients stay in the brokerage's book by default. You can reassign them to another agent.
- Their historical outreach and reports stay on file.
Seat Management And Billing
Each agent (and each admin) counts as a seat. Your subscription includes a certain number of seats based on your plan.
- Inviting an agent uses a seat as soon as they accept.
- Removing an agent frees up the seat.
- Adding seats beyond your plan prompts an upgrade. See Billing.
You can see your current seat usage on the Team page header.
Pending Invites
If an agent hasn't accepted yet, their invite shows as Pending on the Team page. You can:
- Resend the invite (in case the email got buried).
- Cancel the invite if they're not joining after all.
Pending invites don't count against your seat count until accepted.
What To Do Next
- Understand the role differences: What Your Agents See Vs What You See.
- Manage your billing and seat count: Billing.