By assigning the correct roles and keeping team members connected to the right homes and communities, you can support efficient workflows for sales, construction, and closing—while maintaining accurate contact information throughout the platform.
Overview
User management in Operator allows you to:
Control who has access to projects and communities
Maintain up-to-date contact and role information across teams
Ensure team members can collaborate effectively within their assigned scope
A structured approach to user management helps keep internal teams aligned and ensures buyers always have the correct points of contact.
Adding a New Team Member
Follow these steps to add a new team member to Operator:
Go to People
From the left-hand navigation, select TeamAdd a new member
Click Add New in the upper-right cornerEnter user details
Complete the required fields:Email address
First and last name
Phone number
Role and title
Add a profile picture (optional)
Upload a profile photo to help teammates and buyers recognize the userSave
Click Save. The new team member will appear in the team list and automatically receive an invitation email to set up their account
Editing an Existing Team Member
To update a team member’s information or role:
Locate the team member
In the Team section, find the user you want to editOpen their profile
Click the user’s name to view their detailsEdit profile information
Click Edit in the upper-right cornerUpdate details
Modify any fields, such as name, title, role, or contact informationSave changes
Click Save Changes to apply updates