Add a team member and set their role

Invite a colleague to your brokerage from My Team, choose one of the five roles, resend or cancel an invitation, scan your website for the whole office, and switch someone off or remove them.

Everything about your team lives on one page, Mi equipo. From there you invite agents, give each a role that decides what they can see and do, group them, and pause or remove them when they leave. Each team member gets their own NLS login and works inside your brokerage with the tools their role allows.

Invitations use seats on your plan. The form tells you how many seats an invitation will use before you send it.

1. 1

   Open My Team

   On your dashboard, click Equipo at the top. The Mi equipo page shows your seat meter at the top right and, below it, everyone on your team, including anyone you have invited who has not joined yet.

2. 2

   Add an agent

   Click Add agent. Type their full name and their email address.

   Choose a permission. Agente is selected for you and gives full access to listings, the Property Hub, the CRM, deals, AI tools, legal forms and open houses. You can change it later. Underneath, the form shows how many seats this will use.

   Click Add agent. Nothing is sent yet. You get one last check of the name, the email and the permission. When it is right, click Confirm & continue. Your colleague gets an email invitation from you, and you also get a registration link you can copy and send yourself.

   Note Prefer WhatsApp? In the same form, WhatsApp invite opens WhatsApp with a ready-made message and the link.

3. 3

   Resend, cancel or follow up

   The person now shows in your list as Invited. If they cannot find the email, click Resend. If you change your mind, click Cancelar.

   Your colleague's email has an Accept invitation button. If they are new to The NLS they create a password and they are in. If they already have an account they just sign in. Invitations last seven days; after that, resend.

4. 4

   Invite a whole office at once

   Click Suggest team members, enter your agency's website address and click Scan. The NLS lists the people it finds on the site. Tick the ones you want and click Invite selected. Nobody is contacted until you do.

5. 5

   Choose the right role

   There are five roles. An Administrator can manage the team, just like you. A Manager can also edit every team listing and sees the team's deals read-only. An Agente has all the agent tools. A Restricted agent gets their own listings and basic search, with no CRM. A Collaborator can only view properties and print them.

   Need something in between? Open the member and tick extra permissions. Greyed-out ones already come with the role. You can also put people into groups, such as Sales or Rentals, and filter your list by group. Click Save member when you are done.

6. 6

   Know what your agents see

   Your agents work inside your brokerage. They use the tools their role allows, and anything else simply is not on their menu. They do not see your team page, your feeds or your agency details, and your listings stay under your control. Members can only add their own sold properties.

   Assigning listings and leads to them is covered in Assign a listing or a lead to one of your agents.

7. 7

   Pause or remove someone

   If someone is away, you do not have to remove them. Click their green Enabled button to switch their access off, and click it again to switch it back on.

   To remove someone for good, click Remove, then click again to confirm. They keep their own NLS login but lose access to your team, and the seat is free again.