OSL Agent users can create their own Teams. An example might be (e.g. husband and wife) or a PA
TABLE OF CONTENTS
Teams are used so that two Agents can Share the same People/Contact database
OS Agent > Settings > Teams tab
Teams are set up by Agents
How to set up a Team?
An Agent can create a Team login and selects the Create button in Settings > Teams tab
Use the Create button to create a team
Team Name and set permissions
Give your Team a name and choose how you would like members to work together.
You can decide what information is shared and whether team members can view only or view and edit Listings, Contacts, and each other’s Diary.
Choose the level of collaboration that suits your workflow:
Listings – Allows team members to view, edit, and update listings within the Team.
People – Enables team members to share their contact databases with each other.
Tasks & Activities – Allows team members to create, manage, and update tasks and activities for one another.
You can also choose read-only or edit access to shared Contacts, depending on how closely your Team works together.
Note: Full auditing is maintained, so you can always see who made changes and when.
Give your Team a Name and decide what you want to share, How you want your team to operate, View and Edit Listings (or just just View), Contacts and each others Diary
Note: Full auditing is retained for tracking who did what and when.
Invite members
Then select the Agents that you want to invite to be members of your Team.
Things to remember
Each team member continues to own their Listings and Contact database, but being part of a Team allows members to view shared Contacts from other team members.
You can only invite users who have an OSL Agent login.
The Team Leader (the person who created the Team) can remove a team member at any time.
A team member can choose to leave the Team at any time.
Note - These Teams are not the same as performance teams that might be also used by the real estate groups that your are working for.