Adding a team member

If you have a team leader or are part of a team, you can connect with your team members to collaborate on deals with them.

How to add a team member

• Click on the + sign next to My Team on the dashboard
• Enter the team member's email address
  • note: if they are new to Supra Transactions give them a display name.
• Give them a persona
  • My Team personas;
    • Agent
    • Showing Assistance
    • Sales Assistance
    • Transaction Coordinator
    • Office Admin
    • Photographer
• Press continue!

Example of adding an agent to team

Steps to Inviting your Transaction Coordinator:

When inviting a Transaction Coordinator, you have the option to grant them the ability to create deals on your behalf. This is particularly useful for agents who regularly work with a dedicated Transaction Coordinator for their deals.

• To enable this feature, simply tick the "Create Deals" checkbox before sending out the invitation. This will give the Transaction Coordinator the necessary permissions to manage deals for you.

This enhanced process ensures that your network on Supra Transactions is not only well-organized but also fully functional, tailored to your specific collaboration needs with various real estate professionals.

Example of adding your Transaction Coordinator with Permissions

Add a team member to a deal

• On the deal detail page, tap the "+" next to your team section
• Add an existing team member or add a new one

Example of adding a team member to a deal