3 min read
Add team members (Brokerage)
Every CloseBoss plan is one seat. Teams and brokerages get seats through a Brokerage plan — here is how to set one up and invite people.
Free, Solo, Pro, Premium and Signature are each one seat. If you work with an assistant, an ISA, or partner agents, talk to us about a Brokerage plan at /contact?topic=team — seats are priced per agent.
On a Brokerage account, each member gets their own login with scoped access. They see the leads and deals you assign to them, plus shared resources like templates and playbooks.
Step by step
On a Brokerage account, open Team from the sidebar.
Click Invite member. Enter the email and pick a role: Agent (full deal access), ISA (lead-queue + outbound only), Coordinator (deals + tasks, no marketing), or Admin (billing + settings).
Optional: scope by Smart List — useful if you want the ISA to only work the buyer-side leads, for example.
Send the invite. They get an email with a one-click signup link that already routes to your workspace.
Reassign existing leads/deals to the new member from Contacts → Bulk Actions → Reassign owner.
Need help with something else? Browse all guides or email support.
