The Team Activity Tab automatically tracks team member changes, logging who made the change, what action occurred, and when. Brokerage Managers can also add notes for context. Office Managers can access similar information in the Account Activity Tab.
Features:
Automatic Logging:
Tracks team member additions and removals automatically.
Includes details of who performed the action and when.
Team Notes:
Brokerage Managers can add notes for additional context.
Access Across Accounts:
Join and leave logs are visible in the Account Activity Tab for both Brokerage and Office Managers.
Who Can Access It?
Team Activity Tab: Accessible only to Brokerage Managers.
Account Activity Tab: Accessible to both Brokerage Managers and Office Managers.
How to Use:
Team Activity Tab:
Go to Setup → Teams.
Open the Activity tab to view logs and add notes.
Account Activity Tab:
Go to Setup → Accounts.
Open the Activity tab to view logs.
Benefits:
Clear Tracking: Logs all team member changes.
Accountability: Shows who made changes and when.
Enhanced Management: Notes help clarify changes.
FAQs:
Who can access the Team Activity Tab? Only Brokerage Managers.
Can agents or team leads, admins, or transaction coordinators see these logs? No, logs are limited to managers.
Are these logs editable? Logs are automated and cannot be changed, but notes can be added.
What is logged? Team member additions and removals, with action details.
Need Help? Contact support via email, phone, or live chat.