Four roles. Each one defines what a teammate can see and change inside your agency. Owners run the agency; admins run the team; agents run their own pipelines; property managers handle rentals.
Who can do what
Capabilities cascade. Anything an Agent can do, an Admin can do. Anything an Admin can do, the Owner can do.
| Capability | Owner | Admin | Agent | Prop. mgr |
|---|---|---|---|---|
| Sign in to the dashboard | Yes | Yes | Yes | Yes |
| Invite, remove, change roles | Yes | Yes | — | — |
| Manage billing & plan | Yes | Yes | — | — |
| See every pipeline & contact | Yes | Yes | Own only | Rentals only |
| Edit listings & properties | Yes | Yes | Assigned | Rentals only |
| Manage tenancies & rentals | Yes | Yes | — | Yes |
| Transfer ownership | Yes | — | — | — |
| Delete the agency | Yes | — | — | — |
What each role is for
The person who created the agency, or whoever ownership was transferred to. There is exactly one owner per agency. The owner cannot be demoted, deactivated, or removed from the Team page — ownership only changes via an explicit transfer.
Runs the team. Invites, role changes, deactivations, removals, billing. Has full visibility across every pipeline, contact, and listing in the agency. An agency can have many admins — useful when more than one person is responsible for operations.
Does the day-to-day work. Sees only the pipelines, contacts, and listings assigned to them. Cannot invite teammates or change billing. The default role for a new invite.
Handles rentals. Agency-wide access to the rentals/tenancies surface, but not to buyer or seller pipelines. Useful when the rentals desk is staffed separately from sales.
FAQ
On the dashboard, open Team, click the three-dot menu on the row, choose Change role, and pick one. Admins can change anyone's role except the owner's. Your own role can only be changed by another admin.
No. Each user belongs to exactly one agency at MVP. If a person moves agencies, the new agency invites them and they create a new login. Cross-agency users are a planned future feature.
Nobody, directly. The owner is intentionally immune. To change who owns the agency, the current owner opens the Team page, clicks Transfer on their own row, picks an active admin, and re-enters their password to confirm. The previous owner becomes a regular admin afterward.
Everything they had assigned — pipelines, contacts, properties, appointments — moves to the person who removed them. Their sessions are revoked immediately. They can be re-invited later if needed.
Invite, change roles, deactivate, or remove members from the Team page.
