Managing Users and Roles
Invite team members and manage access.
BrokerIQ supports teams with role-based access. There are four roles: Owner (full access + billing), Admin (full access except billing), Broker (own scenarios and leads), and Support (read-only access for processing). Each organisation starts with 5 included seats.
- 1
Go to Users
In the sidebar, click 'Users' under the Organisation section. You'll see a list of current team members with their names, emails, and roles. At the top, a seat counter shows how many seats are used (e.g. '3 / 5 seats used').
- 2
Click 'Invite User'
Click the 'Invite User' button in the top right. An input form appears.
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Enter the email and select a role
Type the person's email address and choose their role from the dropdown: Broker (most common — they get their own scenarios and leads), Admin (can manage users and settings), or Support (read-only for loan processors or assistants).
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Click Add
If the person already has a BrokerIQ account, they're added to your org immediately. If not, an invitation email is sent with a link to sign up and join your organisation. Invitations expire after 7 days.
- 5
If you hit the seat limit
If all 5 included seats are in use, you'll see a message: 'Organisation seat limit reached.' Click 'Add Seat — $19/mo' to purchase an additional seat. The charge is added to your existing subscription, prorated for the current billing period.
- 6
Change a user's role
Click the role badge next to any user (except the Owner). A dropdown appears — select the new role. The change takes effect immediately.
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Remove a user
Click the remove button (X icon) next to a user. They'll be removed from the organisation immediately. Their personal BrokerIQ account still exists — they just lose access to your org's data.
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