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Connect Team to Properties

Connect Team Members to Communities or Properties

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:

  1. Navigate to the property
    Open the property from the Homes or Properties index.

  2. Open the Team section
    Within the property overview, select Team from the left-hand menu.

  3. Add a team member
    In the Builder Team section, click + Add New.

  4. Search for the team member
    Use the search field to find the team member by name.

  5. 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.


Remove a Team Member from a Property

Follow these steps to remove a team member from a property:

  1. Navigate to the property
    Open the property from the Homes or Properties index.

  2. Open the Team section
    Within the property overview, select Team from the left-hand menu.

  3. Locate the team member
    Find their name in the Builder team list.

  4. Delete the assignment
    Click the ellipsis (…) next to their name and select Delete.

Removing a team member from a property does not remove them from Operator. It only removes their assignment to that specific home. They will no longer receive notifications for that property's messages, but they can still open the home and view or reply to messages if they have access to 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:

  1. In the Builder Team list of a property, locate the team member.

  2. Click the ellipsis (…) next to their name.

  3. Select Primary Contact.

The primary contact is typically the main representative buyers and internal teams reference for that property.

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