Team Seats and Roles
Brokerage and Agency Partner accounts can invite team members, assign role-based access, and configure automatic lead routing. Team features are not available on Starter or Pro plans.
Inviting team members
- Navigate to Settings > Team.
- Click Invite Member and enter the team member email address.
- Select a role and click Send Invite.
- The invitee receives an email with a link to set up their account. They do not need a separate EasyAgentIDX subscription.
Roles
Each role controls what a team member can see and do inside the dashboard. Choose the role that matches what the person actually needs to do.
| Role | What they can do |
|---|---|
| Owner | Full access including billing, settings, all team management, and ownership transfer |
| Admin | Everything except changing billing or transferring ownership. Can invite and remove team members. |
| Manager | Manages Agent members, lead routing, and team reports. No billing or widget access. |
| Agent | Views leads assigned to them and their own profile. Read-only access to widgets. |
| Marketing | Widget builder, embed management, sites, and analytics. No lead contact info or billing. |
| Developer | API keys, webhooks, and embed diagnostics. No lead data or billing. |
| Billing | Billing, invoices, and plan management only. No widget or lead access. |
| Viewer | Read-only analytics. No lead contact info, no writes anywhere. |
Lead routing
Leads can be assigned automatically or manually:
- Round-robin - new leads are distributed evenly across all active team members in rotation. Enable this from Settings > Team > Lead Routing.
- Manual assignment - from the lead detail view, use the Assign to dropdown to route the lead to a specific team member.
Assigned team members receive an email notification when a lead is routed to them.
Revoking access
To remove a team member, navigate to Settings > Team and click Remove next to their name. Their account is deactivated immediately. Any widgets they created remain active and transfer to the Owner account.