Creating or Joining a Team for the First Time
All users will have a team by default, which initially consists of just one member: themselves. If you would like to create or join a new team, click the dropdown in the top left corner of your dashboard and then click Create or join a team.
You will then see the option to either Create a team or Join a team.
If you click Create team, you will be asked to choose a team name and can optionally add a description and brokerage name before creating the team. Please consult with your broker, manager, or business before creating any new teams of your own.
If a team already exists that you want to join, select Join a team. Then enter the affiliate code and click Join team to be added to the team. By default, you will start with the member role. If you should have admin access, please contact anyone on the team with admin access or contact Listivo® so your role can be updated.
Switching Between Teams
To access the Teams feature inside your account, click the dropdown menu in the top left corner of your dashboard to view the Teams dropdown. This dropdown shows all teams that you are currently a member of. You can switch teams by clicking on the team you want to open. You can also create or join a team by selecting Create or join a team.
Your default team is the team that will be chosen automatically when placing new orders.
Using the Team Switcher
After a team member has accepted an invite, and if that person belongs to multiple agent teams within the brokerage, they can use the Team Switcher to toggle between dashboards.
To switch between teams:
1. Locate the Team Switcher at the top left of your dashboard.
2. Click your name or current team name.
3. Select the other team you want to switch to from the list.
This gives admin users access to the following items associated with each team they are part of:
Listings
Images and media
Orders
Appointments
User Roles
Teams supports two types of user roles: Members and Admins. All users on a team will have either the Member or Admin role.
Members can only view their own listings and place orders for themselves.
Admins can view the listings of all members on the team, place orders on behalf of any member on the team, add users to the team, change user roles, and update some team settings.
For most teams, the Admin role should be assigned to anyone who serves as a coordinator or admin for others. Teams can have multiple admins. Individual agents who do not need access to the listings of other team members should generally be assigned the Member role.
Managing Team Settings
Members with admin status on a team can access the Team details page by clicking Team under the Team Settings section of the left-hand menu.
Admins can then update the team’s details and manage membership by selecting Team Details or Members and Admin.
Adding New Members to a Team
Admins can view the team roster and add new users individually or by bulk import. Once a member is added, that person must accept the invitation before formally joining the team. Admins can then change the role of each user to Admin or Member, or archive users.
Inviting Team Members to Join Your Team
To give your team or administrative staff access to your listings:
1. Go to the Team page using the left-hand navigation menu.
2. Click the Add Team Member button in the top right corner.
3. Fill out the new member’s details:
4. Click Add Team Member to send the invite.
First Name
Last Name
Email
Phone Number
Profile photo or avatar
Once invited, the new team member will appear in your team list. You can view the activation status of the invite and resend the invitation if needed.
Archiving
Admins can archive a user on a team by selecting Remove member within the Members and Admin settings. An archived team member will not be able to view listings associated with the team that they are not a customer on, will not be able to access team settings, and will not be able to place new orders associated with the team.
Notification Settings
Admins can adjust settings to change which notifications they and other admins on the team receive. By default, these are turned on for all admins. Notifications can be enabled or disabled on an individual admin-by-admin basis after clicking Edit next to each notification.
Ordering on Behalf of Others
Team admins have the ability to place orders on behalf of others. To do this, they first enter an order form from the Place Order button in the top left corner of the dashboard.
Once they reach the Services step of the order form, they must:
1. Log in at the Services step using their own account.
2. Select the team they want to order under.
3. Select the team member they want to order on behalf of.
Users can click Manage to change their current team and choose the customer they want to order on behalf of.
Finding Affiliate Codes
Any admin on an existing team can see the Affiliate ID field within the team settings page.
FAQs
Q: I am just ordering for myself. Do I have to have a team?
A: Yes. All orders in Listivo® need to be associated with a team, even if that team contains only one person. By default, all users start with a team that includes just themselves, and that team can be used to place orders.
Q: Why can’t I find some of my listings?
A: Each listing is associated with a specific team, so make sure you are logged into the correct team. In the dropdown under Current Team in the top left corner of your dashboard, you can see how many listings are associated with each team. Switch to a different team to view those listings on the Listings page.
Q: Does the team’s branding impact marketing materials?
A: Yes. Team branding, such as the team name and logo, can be applied to marketing materials.
Admin Questions
Q: Can a user only be the admin of one team?
A: No. Users can be an admin of any number of teams.
Q: I have a listing coordinator who I want to grant access to my listings to. How do I do that?
A: If you have admin status on your current team, click Team in the left sidebar under Team Settings and find the Members and Admins section. Then click Invite member to add the contact information for the person you want to invite. To grant access to your listings, make sure that person is given the admin role.
Q: Can the admin of a team see the listings of a member that is also associated with another, different customer team?
A: No. Admins of a customer team can only see listings ordered for members of that specific customer team.
Q: Where can the admin of a team find the listings of the team members in that team?
A: Listings belong to only one team and will only appear visible in that team. The admin should select the correct team from the dropdown in the top left corner, then go to the Listings page to view the listings of that team’s members.
Q: How can an admin place an order on behalf of their team member in the team?
A: The admin can go to the Listings page, select the desired team from the team dropdown in the top left corner, and then place an order. On the Listings page, admins can also filter for listings that belong to specific team members.
Q: Can an admin pay for an order using a team member’s card on file?
A: No. Users can only pay using their own payment method.
Q: Can a team member be part of more than one team?
A: Yes. If a team member belongs to multiple teams, they can switch between them using the Team Switcher.
Q: Do team members need a profile photo to join?
A: No. A profile photo is not required. One can be uploaded later if desired.
Q: What if an invite was not received or has expired?
A: Go back to the Team Members page and resend the invitation.