> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/appendix/brokerage-set-up/managing-your-rechat-roster.md). # Managing Your Rechat Roster This guide explains how to create Offices and Teams, add agents and administrators, invite members to Rechat, manage account settings, and remove access when someone leaves your brokerage. Your Rechat roster determines how your brokerage's offices, teams, agents, and administrators are organized. A properly structured roster helps ensure members have access to the right accounts, teams can collaborate effectively, and important brokerage records stay organized. ### Understanding Your Brokerage's Organizational Structure Rechat organizes accounts and members in a hierarchy.


Account Type	Purpose
Root Brand	Your brokerage's primary account
Region	Groups offices or other accounts within a region, when applicable
Office	Represents an individual brokerage office or location
Team	Organizes agents, team leaders, assistants, and other team members
Personal	Represents an individual agent's account

A **Member** is a person assigned to an account with one or more roles. An account and a member are not the same thing: accounts establish your organizational structure, while members are the people who can access those accounts. For example, an Office may contain a Team with several Personal accounts, as well as individual Personal accounts belonging directly to the Office. {% hint style="warning" %} Always confirm which account is selected before creating a new account or adding a member. Creating accounts at the Root Brand instead of the intended Office or Team can result in an incorrectly organized roster. {% endhint %} ### Creating Offices #### How to Create a New Office Offices help organize your brokerage's agents, teams, and administrative staff by location.

1. Open **Accounts** in Rechat. 2. Select the parent account where the new Office belongs. 3. Click **Add Account**. 4. Enter the Office name. 5. Select **Office** as the account type. 6. Save the account. Your new Office will appear beneath its parent account in the organizational hierarchy. #### How to Add an Office Administrator Once you've created an Office, you can add an administrator to help manage its members and resources.

1. Select the Office from the account hierarchy. 2. Open the **Members** tab. 3. Click **Add Member**. 4. Enter the administrator's email address and click **Next**. 5. Complete their profile information and save. 6. Assign the appropriate administrative role. The administrator's access depends on their assigned roles. For more information about administrative access, see **Admin Roles and Permissions**. ### Creating Teams Teams allow agents, team leaders, assistants, and other members to work together in Rechat. Before creating a Team, consider whether its members need individual accounts, shared account access, or a combination of both. #### Choosing the Right Team Structure Rechat supports three team organization models.


Team Structure	How It Works	Common Use
Traditional	Team hierarchy with individual agent accounts	Leader-led teams
Collaborative	Multiple members work in a shared account environment	Equal partnerships and closely collaborating agents
Hybrid	Individual accounts combined with shared member access	Teams with agents, assistants, and shared support

**Traditional Teams** A Traditional Team operates similarly to a small brokerage or independent office. It typically includes a Team Lead and individual agents, with each agent maintaining a Personal account beneath the Team. This structure works well when agents need their own accounts within a defined team hierarchy. **Collaborative Teams** A Collaborative Team allows multiple members to work within a shared account environment. Members can collaborate using shared resources, while work can still be assigned to individuals. This structure works well for equal partnerships or groups of agents who operate closely together. **Hybrid Teams** A Hybrid Team combines individual agent accounts with shared access for additional members. For example, an agent can have a Personal account that also includes an assistant or administrator. Depending on their assigned roles, those additional members may access the account's Contacts, Calendar events, Templates, and other resources. A single account can have multiple members, allowing several people to collaborate within the same environment. All three team models support marketing functionality and lead assignment. {% hint style="info" %} Traditional, Collaborative, and Hybrid describe how you organize accounts and members. They are not necessarily separate account types selected during creation. {% endhint %} #### How to Create a Team 1. Open **Accounts** in Rechat. 2. Select the Office or other appropriate parent account. 3. Click **Add Account**. 4. Enter the Team name. 5. Select **Team** as the account type. 6. Save the account. The Team will appear beneath the selected parent account. #### How to Add a Team Lead or Team Assistant

1. Select the Team account. 2. Open **Members**. 3. Click **Add Member**. 4. Enter the member's email address and click **Next**. 5. Complete their profile information and save. 6. Assign the appropriate role for their responsibilities. The same general member creation process applies to Team Leads and Team Assistants. Their assigned roles determine the functionality available to them. #### How to Add Agents to a Traditional Team For a Traditional Team, create a Personal account for each agent beneath the Team. 1. Select the Team in your account hierarchy. 2. Click **Add Account**. 3. Enter the agent's account name. 4. Select **Personal** as the account type. 5. Save the account. 6. Select the new Personal account. 7. Open **Members** and click **Add Member**. 8. Enter the agent's email address and click **Next**. 9. Complete their profile information and save. 10. Assign the appropriate agent role. Repeat the process for each additional agent. #### How to Set Up Shared Access for Collaborative or Hybrid Teams Shared account access is managed by adding multiple members to the appropriate account.

1. Select the account that members will share. 2. Open **Members**. 3. Click **Add Member**. 4. Enter the member's email address and click **Next**. 5. Complete their profile information and save. 6. Assign the appropriate role. 7. Repeat for each additional member who needs access. Each member's permissions determine what they can access within the shared account. {% hint style="info" icon="head-side-brain" %} **Best Practice:** Assign only the roles required for each person's responsibilities, particularly when granting access to an individual agent's Personal account. {% endhint %} ### Adding Agents and Members #### How to Add an Agent Directly to an Office Agents who are not part of a Team can have Personal accounts directly beneath an Office. 1. Open **Accounts** and select the appropriate Office. 2. Click **Add Account**. 3. Enter the agent's account name. 4. Select **Personal** as the account type. 5. Save the account. 6. Select the newly created Personal account. 7. Open **Members** and click **Add Member**. 8. Enter the agent's email address and click **Next**. 9. Complete their profile information and save. 10. Assign the appropriate agent role. The agent's Personal account will appear beneath the selected Office. {% hint style="warning" %} **Important:** Adding an agent to the roster does not automatically send an invitation email. Inviting a member to access Rechat is a separate action. {% endhint %} ### Inviting Members to Rechat #### How to Invite an Agent or Member to Rechat Once a member has been added to the roster, you can invite them to use the platform.

1. Open **Accounts** and navigate to the account containing the member. 2. Open **Members**. 3. Locate the member. 4. Click **Invite**. Rechat sends an invitation email to the member. {% hint style="info" %} **Note:** You can create accounts and add members before inviting them. This allows you to prepare your roster ahead of a brokerage launch or onboarding session. {% endhint %} ### Managing Account Settings #### How to Manage Office, Team, or Personal Account Settings Offices, Teams, and Personal accounts have their own settings.

1. Open **Accounts**. 2. Select the Office, Team, or Personal account you want to manage. 3. Open the **Settings** tab. 4. Select the setting you want to review or update. 5. Make your changes and save where applicable. Available settings may include account information, logos, colors, fonts, and other configuration options. {% hint style="info" icon="head-side-brain" %} **Best Practice:** Confirm the selected account before making changes so you're updating the intended Office, Team, or Personal account. {% endhint %} For more information, see **Managing Your Brokerage Settings**. ### Removing Access and Deleting Accounts When an agent or another member leaves your brokerage, there are two different actions you can take. **Removing assigned roles** restricts access while keeping the account and its associated records. **Deleting an account** removes the selected account and can result in the loss of important information.


	Remove Assigned Roles	Delete Account
Member access	Removes functionality granted by those roles	Removes access associated with the deleted account
Account remains	Yes	No
Transactions	Preserved through the documented role-removal workflow	May be deleted
Recommended for routine offboarding	Yes, when records need to be retained	No

#### How to Remove a Member's Access Without Deleting Their Account When you need to restrict a member's access while retaining their account and transaction records, remove their assigned roles.

1. Open **Accounts**. 2. Navigate to the account containing the member. 3. Open **Members**. 4. Locate the member and open their assigned roles. 5. Uncheck the roles assigned to that member. 6. Confirm that no roles remain selected. The member will no longer have access to the functionality provided by those roles. If the member belongs to multiple accounts, review their other account memberships and assigned roles as well. {% hint style="info" icon="head-side-brain" %} **Best Practice:** Removing assigned roles is generally preferable to deleting an agent's account when preserving Transactions and historical account information is important. {% endhint %} #### How to Delete an Account Deleting an account is different from removing a member's access.

{% hint style="danger" %} **Warning: Deleting an account can permanently remove important information, including Transactions and other associated data.** Do not delete an account simply to prevent someone from accessing Rechat. {% endhint %} 1. Open **Accounts**. 2. Select the Personal or Team account you want to delete. 3. Click the **Delete Account** icon above the member list. 4. Review the confirmation dialog. 5. Click **Confirm Deletion**. The selected account will be deleted. If you're unsure whether an account should be deleted, retain the account and remove the member's roles instead. ### Common Questions #### Does adding an agent automatically send an invitation? No. Adding an agent to the roster and inviting them to Rechat are separate actions. Once the agent has been added, select **Invite** to send their invitation email. #### Can an agent belong to a Team instead of directly to an Office? Yes. An agent's Personal account can be created beneath a Team, which itself belongs to an Office or another appropriate parent account. #### Can multiple people access the same Rechat account? Yes. Multiple members can be assigned to the same account. Each member's access depends on their assigned roles. #### Can an assistant access an agent's Contacts? An assistant or other collaborator assigned to an agent's account may access Contacts if their assigned role includes CRM permissions. #### Should I delete an agent's account when they leave the brokerage? Generally, removing the agent's assigned roles is preferable when you need to restrict access while preserving their Transactions and other account records. Account deletion can result in data loss. #### What's the difference between removing roles and deleting an account? Removing roles restricts the functionality available to a member while keeping the account. Deleting an account removes the selected account and may permanently delete associated information. ### Related Articles * [**Managing Your Brokerage Settings**](/appendix/brokerage-set-up/account-settings.md) — Configure account information and branding. * [**Admin Roles and Permissions**](/appendix/brokerage-set-up/admin-roles-and-permissions.md) — Understand administrative access levels and role capabilities. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.rechat.com/appendix/brokerage-set-up/managing-your-rechat-roster.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.