Manage Agency Users

The Team page is where you manage every user inside your agency. From here you can review who has access, update their details, change their role, or remove them when they no longer need access.

What you can see

Each row represents one agency user and shows:

• Name — the user's display name.

• Email — the email they sign in with and where notifications and login OTPs are sent.

• Phone — optional contact number.

• Role — the permission level granted to the user (Agency Admin, Agent Builder, or Read Only).

• Action — quick edit and delete controls for that user.

Edit a user

Click the pencil icon in the Action column to update a user's name, Email, phone number, or role.

Delete a user

Click the red trash icon in the Action column to remove a user from your agency. Once deleted, the user immediately loses access to the agency portal and any businesses they were managing.

Frequently Asked Questions

More in Team:

• Create Agency User