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How to Invite Colleagues to Housing Market Insights

Tutorial 4 of 30 · 1 min 06 s

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A brokerage workspace lets a team work in Housing Market Insights with clear owner, manager and member roles. This tutorial opens Settings, finds the Brokerage workspace card, creates a workspace named after the agency, and then invites two colleagues by email: one as a manager and one as a member. It shows the member list with each person's role and whether they are active or invited, and how an invitation that has not been accepted yet can be cancelled. It also states what creating a workspace does not do: it never exposes your private drafts, guides, leads or markets to anyone else.

In this tutorial you will learn

  • Where to create a brokerage workspace
  • How to invite a colleague by email
  • The difference between the manager and member roles
  • How to read the member list and cancel an invitation
  • What a workspace keeps private

Follow along: the steps

  1. Open Settings in Housing Market Insights.
  2. Find Brokerage workspace.
  3. Name your team or brokerage.
  4. Click Create brokerage workspace.
  5. You are the owner of the new workspace.
  6. Type a colleague's email address.
  7. Choose a role: manager or member.
  8. Click Send invitation.
  9. Invite another colleague as a member.
  10. Each person shows a role and invited or active.
  11. An invitation not yet accepted can be cancelled.
  12. A workspace never exposes your private drafts, guides or leads.