What Are Groups in BrokerBot?
Groups are collections of users (such as agents, staff, or leadership) within your BrokerBot account.
Groups allow you to organize your team by roles, office locations, specialties, or projects.
Once a group is created, Brokebot can easily share information, documents, and updates with everyone in the group.
Key Benefits
Simplify access control—assign resources to groups instead of individual users
How to Create a Group
Go to the Groups section in your BrokerBot dashboard.
Click on “+ Add Group.”
Name your group and click on "Create Group".
Click on the group and then "Add Members".
Choose Role and select members to add from your organization.
Click "Add Users" and your group is now ready for use!
Tips for Using Groups Effectively
Create groups for common workflows (e.g., “Phoenix Office Staff,” “Listing Agents,” “Transaction Coordinators”).
Use groups to manage onboarding: add new hires to the “New Agents” group for training and announcements.
Set up project-based groups for Brokerbot collaboration on specific deals or marketing campaigns.
Frequently Asked Questions
Q: Can I add or remove people from a group later?
A: Yes! You can edit a group at any time to update its members.
Q: Who can create groups?
A: By default, market administrators can create groups.