Users and access
Give Every Agent the Right Access, Nothing More
Add your whole team at no per-seat charge, set clear permissions, and route new leads fairly across agents.
30-day trial · Plans from $99/month · Unlimited users
Illustration with sample data.
What is Team & Permissions in RealtyCoworker?
Team and Permissions in RealtyCoworker is where brokers and team leads add users, assign admin or user roles, and set granular permissions for what each person can see and do. You can limit agents to their assigned contacts, route leads round robin, and protect logins with two-factor authentication. Unlimited users are included on both plans.
What’s inside
Everything in Team & Permissions.
Unlimited users
Add as many users as you need on either plan, from solo agents with an assistant to full brokerages.
On the job: A 20-agent brokerage in Freehold adds every agent plus two transaction coordinators.
Admin and user roles
Give admins full control of settings and users, and give everyone else a standard user role.
On the job: The broker and office manager are admins, and agents are users.
Granular permissions
Turn individual modules and actions on or off for each user, such as payments, reporting, or settings.
On the job: Your transaction coordinator can see opportunities and calendars but not ad reports.
Assigned contacts only
Limit a user to the contacts and conversations assigned to them.
On the job: Each agent sees only their own buyers and sellers, while the team lead sees everyone.
Explore ContactsLead round robin
Distribute new leads or appointments across agents with round robin assignment in automations and calendars.
On the job: New buyer leads from your website rotate among four agents in order.
Explore AutomationsTwo-factor authentication
Require a second verification step at login to help protect client data.
On the job: Agents confirm logins with a code, which helps keep client records safe if a password leaks.
How agents use it
Team & Permissions, on a real workday.
- 1
Fair lead distribution
A team routes portal and website leads round robin so each agent gets a fair share and a fast first reply.
- 2
Protect agent books
A brokerage restricts agents to their assigned contacts so each agent's sphere stays private.
- 3
Support staff access
A transaction coordinator gets calendar and pipeline access to manage closings without seeing marketing settings.
FAQ
Team & Permissions questions, answered.
How many users can I add to RealtyCoworker?
Both plans include unlimited users and unlimited contacts. You can add agents, assistants, and transaction coordinators without per-seat fees. Calls, texts, email, and AI are billed at usage rates. Set each person's permissions to match their role.
Can agents see only their own leads?
Yes. You can set a user to see only the contacts and conversations assigned to them, while admins and team leads keep full visibility across the account. This helps keep each agent's sphere and past clients private inside a shared brokerage account.
Can I split new leads evenly between agents?
Yes. Round robin assignment in automations and calendars can rotate new leads or appointments among a group of agents, so each person gets a fair share. Combined with instant notifications, this helps the assigned agent reply quickly while the lead is still interested.
Does RealtyCoworker support two-factor authentication?
Yes. Two-factor authentication adds a verification step at login, which helps protect your client data. A code is required in addition to the password. This matters for real estate teams because your CRM holds client phone numbers, addresses, and deal details. Pair it with permissions so each user only accesses what their role needs.