What if a user doesn’t receive the invitation email?
Ask the user to check their spam or junk folder.
Confirm the email address was entered correctly on their profile.
If needed, edit the profile to correct the email address.
Resend the invitation or copy and share the invite link with the user.
How do I handle duplicate user entries?
Identify which profile is correct or contains the most up-to-date information.
From the Team list, click the ellipsis (…) next to the duplicate entry.
Select Delete to remove the duplicate user.
Can I change a user’s role after they are created?
Yes. You can edit a user’s profile at any time to update their role, title, or other details.
What if I entered a contact’s email incorrectly?
Navigate to People → Team or Contacts.
Click the contact’s name to open their profile.
Select Edit and correct the email address.
Save your changes.
Can a professional contact see my properties?
No. Professional contacts do not have access to Operator or property details.
What if a team member doesn’t appear in the search results?
Confirm the user has been added under the main Team section.
If they are not in the system, add them first.
Check the spelling of the team member’s name in the search field.
How do I remove a team member from a property?
Open the property and go to the Team section.
Locate the team member’s name.
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 property.