How do I apply a Policy to a user?

How do I create a new policy?

What policies are included when setting up a real estate team?


Apply a Policy to a User (or Users)

  1. To apply a policy to a user or users:
    1. Tap on More
    2. Tap on Team Members

  1. Choose the user or users that you want to apply the policy to:
    1. Tap on the checkmark next to their name(s)
    2. Tap on the large checkmark at the bottom


  1. Tap on Member settings.

  1. Tap on the dropdown next to Add policies and tap on the policy to select it.

  1. Once you have selected the policy to add, tap on Update.

  1. Tap on Update to confirm you want to update the policy for the user(s).

  1. You have now applied the policy to the user(s).
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