Managing users effectively ensures smooth collaboration and workflow efficiency across your teams in the Operator platform.
By assigning roles and linking team members to the right properties, you can empower your sales, construction, and closing teams with appropriate access — improving communication, efficiency, and accountability.
Overview
User management in Operator enables you to:
Control who has access to specific projects or communities.
Maintain accurate contact information across your organization.
Ensure each team member can collaborate efficiently within their scope.
A structured user management process keeps internal teams aligned and ensures buyers always have the correct contact details for their assigned representatives.
Adding a New Team Member
Follow these steps to add a new team member to Operator:
Go to People: From the left-hand navigation menu, select Team.
Add New Member: Click the Add New button in the upper-right corner.
Enter Details: Fill out the required fields
- Email address
- First and last name
- Phone number
- Role and title
Add a Profile Picture (Optional): Upload a profile photo to personalize the user’s account.
Save: Click Save. The new user 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 user’s details or role:
Locate the Team Member: From the Team section, find the user you want to edit.
Open Their Profile: Click on their name to view details.
Click Edit: Select Edit in the upper-right corner of the profile screen.
Update Information: Adjust any fields (e.g., name, title, role, or contact number).
Save Changes: Click Save Changes to apply updates.
🟢 Next: Learn how to connect team members to specific properties and communities (link to “Connecting Team to Properties” KB).