# Managing Your Rechat Roster

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.


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