Help / Your firm and team

What can each role do?

• Owner: everything, including who the admins are
• Admin: everything except managing owners and other admins
• Broker: works on clients, deals, renewals, cases and complaints
• Read only: sees what staff see, changes nothing

More on your firm and team

• How do I add someone to my team?
• Can I see who changed what?
• How do I connect our mailbox?
• How do alerts work?
• How do I set our letter wording?

Not answered here? Contact us.