Run your own brokerage box inside the platform

Brokers manage their own company profile, users, workflow cadence, and assignments without gaining full system-admin authority.

Main Areas Used

My Work Admin Settings User Directory Create or Edit User Feature Library Role Access Templates Task Template Design Workflow Map Workflow Exceptions Center

Daily Workflow

Start in My Work to see company bottlenecks and due-now activity.
Use Admin Settings to manage only your brokerage users, contacts, assignment caps, and company-specific configuration.
Use Task Template Design and Workflow Map when your brokerage needs a clearer company-level cadence.
Review blocked files and approvals without stepping into full platform-admin tools.

What This Role Can Do

Manage users inside the brokerage lane
Maintain brokerage profile, office addresses, and assignment thresholds
Shape company-specific workflow cadence and role access inside the brokerage box
Review company workload, blockers, and exceptions

What This Role Should Avoid

Modify global admin-only security or system-wide access rules
Assume visibility into unrelated brokerages or client containers

Success Standard

The brokerage runs cleanly inside its own box, users stay current, assignment load stays healthy, and company-specific workflow rules support the team without breaking the wider platform.

This role guide is public so teams can train and onboard before signing in. Live access to the actual screens still depends on approved rights inside the platform.