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Team

Seats and roles

Owner, admin and member: what each role can do, how seats count against your plan, and how to transfer ownership.

Seats per plan

Starter one seat, Pro three, Growth ten, Brokerage ten or more. The Team page shows seats used against the plan; inviting past the limit opens the plan chooser.

Roles

  • Owner: everything, including billing, plan changes, deleting the account and transferring ownership. One per organization.
  • Admin: manage cities, percentile tiers, alerts, team members and integrations. Cannot change the plan or payment method.
  • Member: work the list. Read cities and percentile tiers, save and contact properties, move pipeline cards, run exports where the plan allows. Screens that admins edit appear read-only with a note.

Changing a role

Team, the member's row, Role. Owners can set any role; admins can set member or admin.

Transferring ownership

Team, Transfer ownership: pick an admin, confirm with your password. The previous owner becomes an admin. Billing emails move to the new owner.

Removing a member

Removes their access immediately and frees the seat. Their notes and pipeline history stay with the properties, attributed to their name.