group_addGetting Started & Agency Setup

Manage Team Roles, Workspace Views & Navigation

Updated October 2026•3 min read•For: Broker Admins, Producers & Assistants
verifiedQuick Summary
Open Team Directory (/team) to invite Producers (Agents) and Assistants to your brokerage. In the left navigation sidebar, use the Workspace and Agent View dropdowns to filter your client roster and pending tasks by producer, and use the Inbox and Tasks icons in the sidebar header to track client portal requests and background policy extractions.
In this article

1. Invite a Producer or Assistant

  1. Click Team in the dark left navigation sidebar to open the Team Directory.
  2. Click the indigo Add Team Member button in the top-right header to open the Invite New Team Member drawer.
  3. Enter the team member’s First name, Last name, Phone, optional Extension, and agency Email address.
  4. Select their Role (Agent or Assistant). When Assistant is selected, configure Access Scope: either check Brokerage-Wide (Assists all agents) or select specific producers under Select Assisted Agents & Admins.
  5. Click Create Account to provision their account and automatically send their 1-click welcome login link.
Team Directory & Invite New Team Member Drawer: Team Directory with the 'Invite New Team Member' slide-over drawer open, showing First/Last Name, Phone, Email, Role ('Assistant'), Access Scope checkboxes, and the 'Create Account' button.
Figure 1: Team Directory & Invite New Team Member Drawer

2. Role Permissions & Mobile Access

RoleWorkspace AccessMobile Access
Broker AdminFull agency roster, billing, team directory, and brokerage settingsFull mobile access
Agent (Producer)Assigned commercial clients, policies, certificate holders, and COI issuanceFull mobile access (scoped to assigned book)
AssistantPolicy review, endorsement slicing, and COI prep for assigned producersDesktop browser required

Frequently Asked Questions

Deactivating a user immediately revokes their login session while preserving all historical audit logs and issued certificates. You can reassign their clients (such as ACME Contractors, LLC) to another active producer in Client Setup.

Related Guides in Getting Started & Agency Setup

Set Up Your Agency Profile & ACORD Headersarrow_forwardAdd Your Authorized Representative Signaturearrow_forwardConnect Microsoft 365 or Google Workspace Emailarrow_forward

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