Add a service team member from Account Settings so they can support your brokerage account. After you add them, they receive an email to activate their account.
Who this is for
Agencies, brokers, and service team members signed in to their broker or agency account. General agencies do not have the Service Team setting.
Add a service team member
- Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu - Brokers.
- In the left menu, select Service Team.
- Select Add new member.
- In the Add Service Team Member window, enter First Name, Last Name, and Email Address.
- Optional: select Read-only access if the member should have read-only access.
- Select Add Service Team Member.
BerniePortal adds the member and sends an invitation email. The member appears in the list with Full or Read-Only access.
If your plan has reached its service team member limit, BerniePortal blocks the add and asks you to reach out to your territory leader.
During agency setup