- To create a team, let's start by entering the My Brokerage page by clicking
. - Enter the Users section
- Under the Actions column, click Edit on the member you wish to transfer
- A window will appear. Expand the Org drop down list to display the child Org Units of your main brokerage
- Once you have selected the Office or Team destination, click Save Changes
...
Once you've created an Office and/or Team, you may want to transfer existing members from your Brokerage to these child Org Units. Below are instructions:
Instructions
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