The People tab organizes internal team members, buyers, and external professional contacts into separate sections so roles, access, and communication stay clear.
This tab helps ensure the right people are connected to the right homes, with accurate contact information visible across Operator and the Buyer Portal.
Contact Types
Operator organizes people into three categories:
Team
Internal users who work in Operator (sales, construction, closing, etc.).Buyers
Prospective or current homeowners associated with a property.Contacts
External professionals such as lenders, real estate agents, attorneys, or insurance providers.
Each person appears once in the global directory and can be associated with one or more properties.
Teams
The Teams section is where you manage all internal users in your organization. These are team members who actively work in Operator, such as sales agents, construction managers, and closing coordinators.
Purpose
Maintain a directory of internal team members
Define roles and titles
Manage access to homes and communities
What you can do
Add and edit team members
Create new users or update existing profiles to keep contact details current.Assign team members to homes
Connect team members to specific properties so they have visibility into the homes they manage.Set a primary contact
Designate one team member as the primary contact for a home so buyers know who to reach out to.
Buyers
The Buyers section contains a list of all homebuyers across your properties.
Purpose
Manage buyer contact information
Control access to the Buyer Portal
Ensure buyers are connected to the correct home
What you can do
Add and invite buyers
Add buyers to a home and send them an invitation to the Buyer Portal.View buyer details
See contact information and which homes are associated with each buyer.Manage portal access
Confirm buyers are connected to the correct property and have received their invitation.
Contacts
The Contacts section is your directory for external professional partners who are involved in transactions but are not internal team members.
This typically includes lenders, title agents, and insurance providers.
Purpose
Maintain a reusable list of external partners
Associate contacts with specific homes
Provide buyers with a complete directory of transaction contacts
What you can do
Add professional contacts
Create contacts by entering their name, company, and contact details.
Assign contacts to homes
Link contacts to properties so their information appears for buyers.
Professional contacts do not have access to Operator. Their details are displayed in the Buyer Portal for reference.
How Teams, Buyers, and Contacts Work Together
The People tab connects internal teams, buyers, and external contacts to each home.
For example:
A home goes under contract
Internal team members are assigned from Teams
Buyers are added and invited from Buyers
A lender or other partner is linked from Contacts
When buyers access the Buyer Portal, they see a clear directory of everyone involved in their transaction, including their internal builder team and external partners.