ℹ️ This is something only Company Administrators or Team Administrators can do. If you created your SweepBright account, chances are big that you are a Company Administrator.
Company settings
Go to the SweepBright menu on the top left of your screen and select Company. From here, you can:
Set your company preferences
Manage your Subscription (upgrades and downgrades)
Manage your Invoicing details
Team settings
Go to the SweepBright menu on the top left of your screen and select Teams. From here, you can:
Add new Teams
Set a specific Team's preferences
Manage Legal Entities
Manage Location Match Templates
Manage Geographic Zone Filter Templates
Manage Property Templates
Manage E-mail Templates
Contacts and properties are always team-specific. You can add all in one team or split up in several based on geography (team NYC, team Boston,...) or activity (team Sell, team Let, team New Build). After a team is created you can add the Team member(s) accordingly.
It is possible to share a Property with other teams via the Property → Details → Settings → Sharing feature. It is not possible to share a Contact.
Colleagues
Go to the SweepBright menu on the top left of your screen and select Colleagues. From here, you can:
Invite new Colleagues
Set up Roles and Permissions