Who Can Do This
Team tasks apply only to members of your own broker organization.
Open the Team List
Team Members List
1
Open Account Settings
Open Account Settings.
2
Open Team Management
Select Team Management.
Your Own Account and the Last Admin
Your Own Account and the Last Admin
These protections apply to your own account and to the last Admin:
- You cannot remove your own account or change your own role from Admin to Staff.
- At least one Admin must remain on the team.
- Your own row has the (You) label and no Manage button. Use My Details to change your own name or email address.
Email and Password Rules
Email and Password Rules
Each account needs an email address that is not already in use. Any password you set must contain at least 6 characters.
Add a Team Member
Adding a team member creates an active account immediately and does not send an invitation. You set the initial password during account creation.
Add Team Member Dialog
1
Start
Select Add Team Member.
2
Enter the Details
Enter the member’s Full Name, Email Address, and initial Password.
3
Choose a Role and Create
Choose Staff (the default) or Admin, then select Create Account.
Edit a Team Member
1
Open Edit Details
Find the member, select Manage, then select Edit Details.
2
Change and Save
Change the fields you need and select Update Member. Leave Change User Password empty to keep the current password.
Change a Member’s Role
1
Open Change Role
Find the member, select Manage, then select Change Role.
2
Choose the New Role
Select Upgrade to Admin or Downgrade to Staff. The panel applies the new role immediately.
Remove a Team Member
1
Open Remove from Team
Find the member, select Manage, then select Remove from Team.
2
Confirm
Review the confirmation message and select Remove Member.
Next Step
Add a Payment Method
Set up how your broker pays NYCServers invoices.