Connecting team members to specific communities or properties ensures they see and manage only the homes relevant to their work. This helps keep workflows organized, improves accountability, and reduces confusion, especially for teams operating across multiple communities or divisions.
Assign a Team Member to a Property
Follow these steps to connect a team member to a property:
Navigate to the property
Open the property from the Homes or Properties index.Open the Team section
Within the property overview, select Team from the left-hand menu.Add a team member
In the Builder Team section, click + Add New.Search for the team member
Use the search field to find the team member by name.Select the team member
Click their name in the results to add them to the property.
Once added, the team member will have visibility into the property and can participate in communication and workflows associated with it.
Set a Primary Contact (Optional)
You can designate one team member as the primary point of contact for a property.
To set a primary contact:
In the Builder Team list of a property, locate the team member.
Click the ellipsis (…) next to their name.
Select Set as Primary Contact.
The primary contact is typically the main representative buyers and internal teams reference for that property.