How to Create a Team

In the dynamic world of real estate, collaboration and data sharing are key to maximizing efficiency and driving success. Offrs provides a seamless way to share and work on data with other users by creating a team within the platform. This article will guide you through the process of setting up a team, inviting members, and managing their access to specific data, ensuring your team works cohesively towards common goals.

Creating a Team on Offrs

Step 1: Accessing the Team Option

• Navigate to "Account Settings" on the left-hand menu of the Offrs platform.

• Click on the "Team" option to view and manage your team settings.

Step 2: Viewing Team Members and Invites

• On the team management page, you'll see a list of all team members you've added, along with any pending invites.

Step 3: Inviting New Team Members

• To invite a new member to your team, click on "Add Team Member."

• Enter the email address of the person you wish to invite.

Step 4: Managing Invites

• If the invitee does not have an Offrs account, they will receive an email prompting them to register and join your team.

• If they already have an account, they will automatically be added to your team, and a confirmation email will be sent to both of you.

Assigning Access to Data

Granting Zip Code Access

• Once a team member is added, you can specify which zip codes they can access.

• This can be done by clicking on the appropriate option under their name or by selecting "Choose Zips" from the options menu.

Customizing Access

• To adjust which zip codes a team member can access, simply select or deselect the desired zip codes and click "Update."

Managing Team Members

Removing Team Members

• If you need to remove someone from your team, this can be easily accomplished under the options menu by selecting "Remove Member."

Changing Zip Code Access

• To change a team member's access to specific zip codes, select the new zip codes they should have access to and click "Update."

Conclusion

Creating and managing a team on Offrs not only facilitates seamless collaboration but also ensures that each team member has access to the data they need to contribute effectively. Whether you're sharing leads, market insights, or targeting strategies, the ability to customize access and roles within your team can significantly enhance your collective productivity and success in the real estate market. With these steps, you can streamline your team's operations on Offrs, fostering a collaborative environment that leverages everyone's strengths.