Add a team member to Plansight?
🧭 Admin > Team Management > + Invite User
Need to add a new or existing team member to Plansight?
- The boxes on this form are for what level of access you would like to give this user.
- Broker Manager:
- This privilege ensures they have access exclusively to information within their designated offices.
- Broker Admin (Champions):
- Assign this role if you want the user to have the highest level of system access. This permission allows them to make changes that affect the entire brokerage, such as modifying plan attributes, templates, cover letters, and other global settings within Plansight.
- Delete Data:
- Allows for this user to edit or Change Data on RFP's
- Regions: (Enterprise Brokerages)
- Assign the territories that encompass multiple offices for the user.
- Offices: (Enterprise Brokerages)
- Individual physical locations or branches within a region.
Questions this article answers
• How do I invite a new user to Plansight?
• Where do I go to add a team member?
• What is the difference between Broker Manager and Broker Admin?
• How do I give someone admin access in Plansight?
• What does the Delete Data permission do?
• How do I assign someone to a specific office or region?
• What roles can I give a new team member?
• How do I set up a user as a Champion / Broker Admin?
• Can I limit a user's access to just their office?
• Where is the Invite User button in Plansight?
• How do I manage team member permissions?
• What are regions and offices in Plansight for enterprise brokerages?