If your media provider set you up as a team, open Team in the customer portal. "Team owners or admins can manage members." Other members can view the team.
Overview and Members
Team Overview shows how many members are on the team. Team Members lists each member's Name, Role, Portal Login, and Phone.
Add a Teammate
- Select + Add Team Member.
- Under Member Details, enter the teammate's information. It appears in your team directory.
- Under Account Setup, choose whether to:
- "Create customer portal login access automatically."
- "Send a secure password setup invite email."
- Select Create & Invite.
The teammate receives an email to set a password. You can also remove members.
Team Branding
Under Branding:
- Use team branding: "Show this team's logo, colors, and typography on customer-facing pages."
- Upload Logo, and Show brokerage logo (shows the brokerage logo before the team logo in the sidebar).
- Colors: Primary Color, Secondary Color, Background Color, Surface Color, Border Color, Body Font Color, Muted Font Color, Heading Font Color, Property Details Icon Color, and Description Text Color.
- Body Font Family, Heading Font Family, and Base Font Size (px).
Select Save Branding. Reset to Default restores the defaults.
Notifications
Team owners, admins, or the member can update a member's notification settings.