Use this article to see how Perchwell Teams share listing editing access, find a team in Manage People, and request a change to a team. MLS staff also use it to create teams and add agents.
How Perchwell Teams share listing access
Perchwell Teams give every agent on a team full editing rights for each listing the team is assigned to. A brokerage admin or MLS staff member assigns a team by selecting it from the Listing team dropdown when they edit the listing. Team contact information appears on the Listing Detail Page.
Team members log in as one another with Assume Identity. Log In as an Agent with Assume Identity explains how an agent gives a teammate access to their account.
Find a team in Manage People
Find a team in Manage People by searching the Teams tab for a team name, Team Lead, or contact information. Brokers and brokerage admins see only the teams in their own office.
Steps:
Click Manage People in the top navigation bar
Click the Teams tab
Enter a team name, Team Lead, or contact information in the Search all field
The Teams list shows the matching teams, with each team's name, brokerage, Team Lead, status, email, and number of members.
Request a change to a team
To request a change to a team, such as adding an agent or updating team details, contact your Team Lead or Baldwin MLS staff. Only MLS staff create and edit teams.
Create a team in Manage People
Create a team from the Teams tab in Manage People. Only MLS staff create teams. The Team name, Status, and Brokerage fields are required.
Steps:
Click Manage People in the top navigation bar
Click the Teams tab
Click Add new in the upper right
Select Team
Enter a name in the Team name field
Select a status from the Status dropdown
Select a brokerage from the Brokerage dropdown
Click Save Team
The team is saved with any agents you selected.
The team form also includes these optional fields:
Agents: Select agents from the Agents dropdown to add them now rather than later with Edit Team.
Team leader: After you select agents, select one of them as the team's leader.
Website: Enter the team's website.
Description: Enter a description of the team.
Team type: Enter any label that describes the team.
Contact: Enter the team's email and phone numbers.
Address: Enter the team's mailing address.
Add agents and choose a Team leader for an existing team
Add agents to an existing team with Edit Team in Manage People, and choose which agent leads the team. Only MLS staff add agents to a team.
Steps:
Click Manage People in the top navigation bar
Click the Teams tab
Click the team
Click Edit Team
Click the Agents dropdown
Enter an agent's name in the search field
Select the agent
(Optional) Repeat steps 6 and 7 for each additional agent
(Optional) Select an agent from the Team leader dropdown
Click Save Team
The agents join the team and get full editing rights to listings assigned to it. Teams are limited to one brokerage, so the Agents dropdown shows only agents in the team's brokerage.
