Sharing Assistants

Within agent, team, or partnership accounts, shared assistants have access to an unlimited number of agent accounts with only one assistant license required. Only accounts that are administered by the broker (i.e., broker-owned accounts or accounts that have accepted a workflow invite) can be shared. Shared assistants are created in Broker Tools. For more information, contact your Broker Tools administrator.

Log in settings, including the default account assistants log into each time, are set in the Add/Edit Assistant form during assistant setup. However, assistants can change the account they're logged into at any time.