👥 Manage Team - User Guide
The Manage Team page allows company administrators to add, remove, and manage team members who can access RE Flip Finder under your company's subscription. Collaborate with your acquisitions team, disposition managers, and other staff members.
📋 Overview
The Manage Team page provides centralized team management for your company:
➕ Add Members
Invite existing users or create new accounts
👤 Assign Roles
Set member or admin permissions
📊 Track Usage
Monitor seat allocation and availability
🔧 Manage Access
Remove members or change roles as needed
🔐 Who Can Access
The Manage Team page is only visible to users who belong to a company with team management enabled.
Access Requirements
- Company Admin: Full access to add, remove, and manage all team members
- Company Member: Can view the team list but cannot make changes
- No Company: The Manage Team link will not appear in navigation
💡 Tip: If you don't see the "Manage Team" link in the navigation, your account may not be associated with a company. Contact support to set up company access.
➕ Adding Team Members
Add team members by entering their email address. The system will check if they already have an account.
Step-by-Step Process
1
Enter Email Address
In the "Add Member" section, enter the email address of the person you want to add.
- Use their work or personal email
- Make sure the email is correct - they'll use it to log in
2
Select Role
Choose the appropriate role for the new member:
- Member: Standard access to deals, properties, and CRM
- Company Admin: Full access plus team management capabilities
3
Click "Add Member"
The system will check if the user exists:
- User exists: They're immediately added to your team
- User doesn't exist: You'll be prompted to create their account
⚠️ Important: Make sure you have available seats before adding new members. Check the seat info at the top of the page.
🆕 Creating New Accounts
If the email address you enter doesn't have an existing account, you can create one for them.
Account Creation Modal
When a user doesn't exist, a modal will appear with:
- Email: The email address you entered (read-only)
- Password: An auto-generated temporary password
- Full Name: Enter the person's name (required)
After Account Creation
- The new user is automatically added to your team
- Share the temporary password with them securely
- They should change their password after first login
- They'll have immediate access to RE Flip Finder
💡 Tip: Send the temporary password via a secure channel (phone call, encrypted message). Never send passwords in plain email.
👤 Member Roles
Understanding the difference between roles helps you assign appropriate permissions.
Member (Standard)
Permissions
- ✅ View and analyze flip deals
- ✅ Access property details and analysis
- ✅ Use Market Explorer
- ✅ Manage CRM leads, deals, and tasks
- ✅ Send SMS and email communications
- ✅ Update their own profile settings
- ❌ Cannot add or remove team members
- ❌ Cannot change other users' roles
Company Admin
Permissions
- ✅ All Member permissions
- ✅ Add new team members
- ✅ Remove team members
- ✅ Change member roles
- ✅ View team usage and seat allocation
- ✅ Create accounts for new users
⚠️ Important: Be careful when assigning Admin roles. Admins can remove other members, including other admins.
🔧 Managing Members
The members table shows all team members with their details and available actions.
Member Table Columns
- Name: The member's full name
- Email: Their login email address
- Role: Member or Company Admin
- Joined: When they were added to the team
- Actions: Available management actions
Available Actions
Change Role:
- Click the role dropdown in the Actions column
- Select "Member" or "Company Admin"
- Change takes effect immediately
Remove Member:
- Click the "Remove" button
- Confirm the removal when prompted
- Member loses access immediately
- Their account still exists, just not in your team
💡 Tip: Removing a member doesn't delete their account. They can still log in but won't have access to your company's data.
💺 Seat Limits
Your company subscription includes a specific number of seats (user slots).
Understanding Seats
- Total Seats: Maximum number of team members allowed
- Used Seats: Current number of team members
- Available Seats: How many more members you can add
Seat Info Display
At the top of the page, you'll see your seat allocation:
Example: "3 of 5 seats used (2 available)"
- 3 = Current team members
- 5 = Maximum allowed
- 2 = Remaining slots
What Happens When Full?
- You cannot add new members until a seat is freed
- Remove an existing member to free up a seat
- Or contact support to upgrade your seat limit
⚠️ Important: If you need more seats, contact support to discuss upgrading your subscription.
🔍 Searching & Sorting
Quickly find team members using search and sort features.
Search
- Use the search box above the table
- Search by name or email
- Results filter as you type
- Clear the search to show all members
Sorting
- Click column headers to sort
- Name: Alphabetical order
- Email: Alphabetical order
- Joined: By date added
- Click again to reverse sort order
✅ Best Practices
Team Management
- Limit Admins: Only give admin access to people who need to manage the team
- Regular Audits: Periodically review team members and remove inactive users
- Secure Passwords: When creating accounts, share passwords securely and require changes
- Role Appropriateness: Assign roles based on actual job responsibilities
Onboarding New Members
- Create their account with a strong temporary password
- Share login credentials via secure channel (phone, encrypted message)
- Have them change their password immediately
- Direct them to the Getting Started guide
- Set up their Profile with email/SMS configuration
Offboarding Members
- Remove them from the team immediately when they leave
- Their deals and communications remain in the system
- Reassign any open tasks to other team members
- Consider changing shared passwords or API keys
💡 Tip: Keep at least two Company Admins to ensure someone can always manage the team if one is unavailable.
🔧 Troubleshooting
Can't See Manage Team Link
Problem: "Manage Team" not visible in navigation
Causes:
- Your account is not associated with a company
- Your company doesn't have team management enabled
- You're not logged in
Solution:
- Contact support to set up company access
- Verify you're logged in with the correct account
Can't Add Members
Problem: "Add Member" button doesn't work
Causes:
- No available seats
- You don't have admin permissions
- Invalid email format
Solution:
- Check seat availability at top of page
- Ask a Company Admin to add the member
- Verify email format is correct
Member Can't Log In
Problem: New member can't access their account
Causes:
- Incorrect password
- Typo in email address
- Account not created properly
Solution:
- Verify the email address is correct
- Re-send or reset the temporary password
- Check they're using the correct login URL
Accidentally Removed a Member
Problem: Removed someone by mistake
Solution:
- Simply add them back using their email
- Their account still exists
- They'll regain access immediately
- Their data and history are preserved
Getting Help
If you're still having issues:
- Check the browser console (F12) for error messages
- Try refreshing the page
- Clear browser cache and try again
- Contact support with specific error details
📚 Quick Reference
Role Comparison
| Feature | Member | Company Admin |
|---|---|---|
| View Deals & Properties | ✅ | ✅ |
| Use CRM | ✅ | ✅ |
| Send Communications | ✅ | ✅ |
| View Team List | ✅ | ✅ |
| Add Team Members | ❌ | ✅ |
| Remove Team Members | ❌ | ✅ |
| Change Member Roles | ❌ | ✅ |
| Create New Accounts | ❌ | ✅ |
Common Actions
Add existing user:
Enter email → Select role → Click "Add Member"
Create new user:
Enter email → Click "Add Member" → Enter name → Click "Create and Add"
Change role:
Find member in table → Click role dropdown → Select new role
Remove member:
Find member in table → Click "Remove" → Confirm