Team and Offices

Manage your team roster and office locations from one place.

Team and Offices

Team Tab

See Team Management for a full guide on inviting agents, assigning roles, bulk importing, and removing team members.

Offices Tab

If your organization operates across multiple office locations, the Offices tab lets you create and manage each location.

Adding an Office

1. Go to Settings and select the Offices tab
2. Click Add Office
3. Enter the office details

Office Fields

Field	Description
Name	The office name as it appears in filters and reports
Address	Physical address of the office
Broker	Name of the broker responsible for this location

Assigning Agents to an Office

When editing an agent’s profile, you can assign them to a specific office. This determines which office filter they appear under in the Leaderboard, Pipeline, and other views.

Why Offices Matter

Office assignments power the office filter across the platform. Leaders with multiple locations can slice any report or leaderboard by office to compare performance and identify where attention is needed.