If you are the Team Admin for a Jointly Business account, you have a Team button in the left sidebar. From there, select the team you want to manage from the drop-down.
Assigning team roles requires a Business account. On a Starter account you can still add a Transaction Coordinator to an individual deal.
How do I add a team member?
Click the purple plus icon next to the role where you want to add the person.
Choose how to add them:
Already invited to Jointly — select their name from the existing user drop-down, then SAVE.
New to Jointly — click Invite a New Team Member. If you are adding an agent, you will be asked for their State and state license number. Enter the licence number on its own, with no suffix — a Texas number such as
853514-SAshould be entered as853514. A suffix is the usual reason the number does not pull up the agent's details.
Review their information and click SAVE. For a Transaction Coordinator, Team Leader or Broker you also get two options — add this user to all existing deals, and automatically add this user to all future deals. The wording names the role you are adding. Compliance and Commission Managers get these options checked by default.
A new team member receives an email and an SMS with a link to complete their registration.
The new member never got the invitation email
Ask them to check their spam folder for the invitation — that is where inbox filters usually put it. Resending the email does not help, because it will be filtered the same way.
It says the agent is already a member of another team
An agent can only belong to one team at a time, so adding one who is still on another team returns an error.
The other team's admin has to remove them first; you cannot move them across from your side. Once they have been removed from the other team, add them to yours as normal.
This limit exists because an agent on two teams would pull from two different sets of preferences, which breaks templates, default documents and contract preferences.
How do I change a team member's email address?
Click the person's avatar in the Team section. In the window that opens, use the three-dot icon at the top right and choose Update information. You can edit their email address there.
How do I remove a team member?
This is also what to do when an agent is leaving your brokerage.
Consider changing their email address first. This is not required in order to remove someone, but it is worth doing. Agents are often added using a brokerage email address, and once they leave the brokerage they lose access to that inbox — and with it, the ability to get into their Jointly account. Changing it to an address they will keep lets them continue using their account and reach the deals and documents they worked on.
Click the role you want to remove them from.
Hover over the person and click the remove icon. This removes them from your Jointly Business account.
You are asked whether the person should keep access to the deals they were on, or lose it. You can choose either way for every role except agents: an agent always keeps access to their own deals, and that cannot be taken away.
What happens to their team member file?
It is not deleted, but your team loses access to it. From then on only that person can open it, from Manage Profile on their own account.
So if there is anything on a team member file your team needs to keep, download it before you remove them. See Managing Team Member Files.
An agent who has already left the brokerage but still appears on your team roster can be removed the same way.
Can I change an agent's preferences for them?
Yes. In the Team section, click that agent's icon and choose Manage agent preferences.
How do I assign a Buddy TC?
Buddy TCs are set up by Jointly — reply in the chat and we will configure it for you. The Transaction Coordinator has to be on the team before they can be set as an agent's Buddy TC, so add them to the team first.
Role glossary
Brokerage Team Agent — a licensed agent of the team who can start their own deals. They can invite Brokerage Team TCs to their deals.
Brokerage Team TC — can start a deal on behalf of an agent and act on their behalf, except for signing documents. They do not get access to every deal automatically: they must either start the deal or be invited by the Agent or Team Leader.
Broker — gets access to all deals across the team automatically. Can add tasks and act on behalf of an agent, except for signing.
Team Leader — gets access to all deals across the team automatically. Can add tasks and act on behalf of an agent, except for signing.
Brokerage Team Admin — can add and remove roles for other team members, save team document templates, and manage team-level contract preferences. This role does not include deal access on its own; to work on deals, the person needs a second role as well.
Compliance Manager — can approve or reject documents submitted for compliance review. Documents submitted through guided compliance go to the Compliance Manager. Gets access to all deals across the team automatically, including new ones.
Commission Manager — approves and generates the Commission Disbursement Authorization (CDA), and marks deals as funded and complete. Gets access to all deals across the team automatically, including new ones.
If you are not sure which role someone needs, or the person you are adding does not appear as expected, reply in the chat and we will help.