How do I apply a Policy to a user?
What policies are included when setting up a real estate team?
Apply a Policy to a User (or Users)
- To apply a policy to a user or users:
- Tap on More
- Tap on Team Members
- Choose the user or users that you want to apply the policy to:
- Tap on the checkmark next to their name(s)
- Tap on the large checkmark at the bottom
- Tap on Member settings.
- Tap on the dropdown next to Add policies and tap on the policy to select it.
- Once you have selected the policy to add, tap on Update.
- Tap on Update to confirm you want to update the policy for the user(s).
- You have now applied the policy to the user(s).