Bring your team in, set up teams and pick each person's role

Everyone at your agency signs in with a login of their own. A role sets what each person can do, and a team groups the people a lead looks after. Set this up once and every dashboard, contact list and deal pipeline narrows itself to the right view for the person looking at it.

Walkthrough video to followA little over a minute on screen, adding one user, creating a team around them and checking the role they were given.

Check first

• You’re signed in as a Super Admin. Adding users is a Super Admin task.
• A seat is free. The Seats Used card shows how many remain, and more can be bought in Settings → Plans & Billing. See seats and your plan.
• If you plan to use teams, you know who will lead each one. Every team needs a lead.

Add a person

1. Go to Settings and open Users & Teams.

Screenshot to followUsers & Teams in Settings, with the summary cards across the top, a tab for each team and the table of users underneath.

2. Click Add User.
3. Type the person’s Email. Choose a Password for them and repeat it under Confirm Password.
4. Fill in First Name and Last Name.
5. Pick their Role, which starts on Agent. Beside it you’ll see how much data that role can see.
6. To put them in a team now, choose one under Assign to Team. You can also leave it for later.
7. Click Save.

Screenshot to followThe form for adding a user, showing the email and password fields, the name fields, the role picker and the team choice.

From that moment they can sign in with the email and password you set, and they take up one of your free seats. If every seat is in use, Raptor Neo tells you there are No Seats Available, so add a seat first.

Set up a team

1. The last tab in Users & Teams is + Add Team. Click it.
2. Name it under Team Name.
3. Pick its Team Lead.
4. Choose the people already in Raptor Neo who belong in it, under Team Members.
5. Write a Description if that’s useful, then click Create Team.

Screenshot to followThe form for a new team, with the team name, the lead, the members picked from existing users and an optional description.

Each team gets a tab of its own, with a count of its members. The dashboard and contact lists of a Team Lead take in everyone in the teams they lead, and they change the moment a team’s membership does.

Pick the right role

Roles live under Settings → Roles. Super Admin, Team Lead, Agent and Viewer come built in, and their names can’t be changed. To make a role of your own, use + Add custom role.

Whatever the role, everyone sees every listing and every property.

Screenshot to followThe Roles page in Settings with the Agent role open, showing what it may do in each module.

To give someone a different role later, open the ⋯ menu on their row and pick Change Role. The last Super Admin left in a workspace can’t lose that role, be deactivated or be deleted. For what each role may do module by module, read roles explained. For sharing and access requests, read who sees which contacts and deals.

What changes afterwards

• The new person’s row shows the status Active, a badge for their role, their team, and a Visibility column that follows from the role.
• They’re counted in both Seats Used and Total Users.
• Deactivate, in the row’s ⋯ menu, stops a person signing in but keeps their records exactly as they are. It also frees their seat.
• Deleting a user removes the user and nothing else. Whatever they created, contacts and deals included, is kept in Raptor Neo and isn’t handed over to anyone.