Team is in the sidebar of agency and builder team workspaces. It has four tabs: Members, Roles & Access, Invitations and Activity. Owners and admins with access to Team can use it; what each person can change depends on their own access.
Change one person’s access
- Open Team and choose the member, then their Access tab.
- Pick a level for each area. Leads, for example, can be No Access, Assigned Only, All or Manage; Listings can be No Access, View or Manage.
- Choose Save access.
- Reset to the role’s default removes that person’s own settings.
- An admin cannot give anyone more access than they have themselves.
- An area set to No Access is hidden and blocked on every screen and in Copilot.
- Changing someone’s role, or transferring ownership, returns them to the new role’s default access.
Change a role’s default access
Roles & Access holds the default access for admins and for members. Saving a change applies it to everyone on that role who has no settings of their own; their own settings stay as they are.
When someone leaves
Choose Deactivate on the member. EstateCue first asks who should take over their leads, follow-ups and site visits, and checks that person can see those leads. A member who is still the agent on properties is reassigned in Properties first. The member’s Assignments tab shows what they hold.