Roles Overview
Tenants are invited separately via the tenant record, not from Team Management. Team Management
covers your internal staff and agents.
Inviting a Team Member
- Go to Settings → Team.
- Click Invite Member.
- Enter the person’s email address.
- Select their role from the dropdown.
- Click Send Invitation.
Editing a Team Member’s Role
- Go to Settings → Team.
- Find the team member in the list.
- Select the new role from the role dropdown on their row.
Suspending a Team Member
Suspending a team member revokes their access to the platform immediately. Their historical activity, notes, and records are preserved.- Go to Settings → Team.
- Find the team member.
- Click Suspend.
- Confirm the action.
Reactivating a Team Member
- Go to Settings → Team.
- Find the suspended member.
- Click Reactivate.
Pending Invitations
Invitations that have been sent but not yet accepted appear in the Pending tab. From there you can:- Cancel a pending invitation if it is no longer needed.
BrikSync is in private beta and not yet incorporated — we are working through that process and building a small founding team.