Manage your team's Organization

Easily collaborate and stay connected with Intellirent's Organization feature. This article will cover, 

1.  Invite New Agent – adding new agents
2. Edit/Change Account Type
3. Deleting Account – understand the flow 

Find your Organization

Find your team's Organization Settings from your account drop down menu.

Invite New Agent

As a Managing Agent you can add Managing Agents, Agents, or Sub-agents. Learn more about the individual account types. 

Add the Email Address for the new account you would like to add, select their Account Type, then click, Send invitation. 

When inviting an agent to your Organization, the new agent/account will receive an email this instructions on creating their account. 

Managing Agents are similar to administrators of the account. They can view and edit all account types within their Organization.

Agent accounts can only invite Sub Agents. 

Edit/Change Account Type

Once an agent has been invited, you can change the account type. Click on the pencil icon to edit. 

If a Sub-agent account is associated with an Agent account, editing is limited for the Agent account, the Agent account cannot be deleted. 

The associated Sub-agent account must be removed first before the Agent account can be further edited, or deleted. 

Deleting Accounts

When an account is deleted, any formerly associated properties and/or applications will be moved to the Administrator's account. 

If there were any applications that were pending submission and were associated to the agent account that is deleted, once the application is submitted, it will be associated with the Administrator of the Organization. 

Do you need additional information?

Submit a support ticket or schedule a demo to learn more.