Overview
Team Management in BrokerBuddie.ai allows you to collaborate with team members, assign roles, and manage credit allocation efficiently. This feature enables multiple users to work together on AI-powered projects while maintaining proper access control and resource management.
Why it matters: Team collaboration is essential for scaling your AI-powered brokerage activities. With proper team management, you can distribute workloads, control access levels, and optimize credit usage across your organization.
How It Works
Access Team Management
Navigate to "Account Management" from your dashboard, then select "Team Management" to access team settings.
Invite Team Members
Enter the email address of the person you want to invite and select their role. They'll receive an email invitation to join your team.
Assign Role Labels
Assign role labels to team members for organizational purposes. Roles are labels only and do not control access permissions.
Allocate Credits
Distribute your available credits among team members to control usage and prevent overspending.
Monitor Activity
Track team member activities, credit usage, and performance through the dashboard.
Inviting Team Members
Adding team members to your BrokerBuddie.ai account is a straightforward process designed to streamline collaboration:
Step 1: Access Team Settings
Go to your dashboard and click on "Account Management" → "Team Management" to access the team settings page.
Step 2: Send Invitation
Enter the email address of the person you want to invite. The system will automatically send them an invitation email with instructions to join your team.
Step 3: Set Role and Permissions
Choose the appropriate role for the new team member. Available roles include Admin, Editor, and Viewer, each with different access levels.
Step 4: Credit Allocation
Optionally allocate a specific amount of credits to the new team member to control their usage within your plan limits.
Important: Team invitations expire after 7 days if not accepted. You can resend invitations if needed.
Team Credits Allocation
Efficiently manage your team's credit usage by allocating specific amounts to each team member:
Credit Distribution
Distribute your available credits among team members based on their roles and responsibilities.
Usage Control
Set limits to prevent team members from exceeding their allocated credit amounts.
Usage Tracking
Monitor how each team member is using their allocated credits in real-time.
Credit Reallocation
Adjust credit allocations as needed based on project requirements and team performance.
Best Practices
Team Organization
Organize your team members based on their job responsibilities and current project needs.
Regular Reviews
Regularly review your team member list to ensure it reflects current team structure and responsibilities.
Credit Management
Monitor credit usage patterns and adjust allocations based on actual needs and performance.
Access Control
Remove inactive team members from your team and regularly review your team member list.
Connections to Other Features
Team Management integrates seamlessly with other BrokerBuddie.ai features:
AI Assistants
Team members can create and share AI assistants for collaborative workflows
Chatbot Builder
Multiple team members can collaborate on chatbot creation and management
Social Media
Team members can work together on social media campaigns and content creation
Analytics
Shared analytics help team members understand collective performance
Common Questions
How many team members can I invite?
The number of team members you can invite depends on your subscription plan. Check your plan details in Account Management to see your team member limits.
Can I change a team member's role after they join?
Yes, you can modify team member roles at any time through the Team Management section. Changes take effect immediately.
What happens if a team member exceeds their credit allocation?
Team members will be notified when they approach their credit limit. You can either increase their allocation or they'll need to wait until the next billing cycle.
Can team members see each other's activities?
Team members can only see their own activities unless they have Admin role. Admins can view all team member activities and usage.
How do I remove a team member?
Go to Team Management, find the team member you want to remove, and click "Remove from Team". They'll lose access immediately and any unused credits will return to your pool.