Managing Your Rechat Roster

In Rechat, your brokerage’s Org Chart (hierarchy of brands, regions, offices, and teams) defines how people are organized and what resources they can access.

Correctly managing your roster ensures that:

• Agents only see the tools relevant to their location and role.

• Compliance rules (like brand settings) are respected.

• Admins and managers can oversee the right people at the right level.

Editing Roles and Permissions

1. Navigate to your Brokerage Rechat account (Root Brand).

2. Click your profile in the upper-right corner.

3. Select Settings → Edit Roles.

4. Assign roles such as Admin, Agent, Assistant, Transaction Coordinator, etc.

5. Configure role permissions (Examples below):

   • Deals – Access to transactions.

   • Back Office – Transactions only.

   • Admin – Full brand + roster management.

   • Marketing Admin – Can create templates in Studio without managing the brand.

   • Marketing – Access to Marketing Center.

   • Adoption – View adoption dashboard.

   • CRM – Access People Center.

   • Agent Network – Use Agent Network features.

   • Websites – Manage Listing & Agent Websites + Presentations (CMA).

   • Showings – Deprecated; ignore.

   • Beta Features – For BETA testers only.

6. Give the role a name and click Save.

Adding Accounts (Brokerage, Region, Office, Team)

1. Choose where the new member should be added (e.g., Brokerage, Region, Office, Team).

2. Enter the name of the entity (e.g., Region name, Office name).

3. Select the type of account:

   • Brokerage

   • Region

   • Office

   • Team

   • Personal

   • Other

4. Click Save.

5. Navigate to the new account you’ve created. If needed, perform a hard refresh.

6. Click Add New Member.

Adding a New Member

1. Enter the member’s email address and select it from the dropdown.

2. Enter their First Name, Last Name, and Phone number.

3. Assign the appropriate Role(s).

4. Click Add + Invite. The user will receive an invitation to join.

Removing or Updating Members

• To remove a member: Navigate to the roster, select the member, and choose Remove.

• To update roles: Edit the member’s details and adjust their assigned role(s) or permissions.