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Broker Bay

Oct 8, 2025

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Task Management: Adding a Team Member to a Listing

This document details the process of adding a team member to a listing within the dashboard. By following the steps outlined below, you can ensure that the team member is correctly added and receives all relevant notifications.

Step 1

Begin by navigating to the Dashboard. Select the listing to which you want to add the team member, and click on 'Edit Listing'. This action will specifically modify Broker A without affecting the listing itself. Scroll down to find the dropdown box and select the team member, Sheila.

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Step 2

Once Sheila is selected, her name will appear in the list. Ensure that the transaction type is chosen, as this is necessary to save your changes. Scroll down to verify that Sheila's name appears at the bottom, indicating she has been added successfully and will receive all notifications.

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