Add and Remove Team Members in the CommandMC Team Management Tool – KWMCAngel

The MC Team Administration Tool is the tool that drives the official organization and roster for the teams in your Market Center. These team rosters directly affect team setup in Command and KWRI Awards. Access to this tool is based on the role a leader has on their KW White Pages profile, which include the following roles: MCA, Assistant MCA, and MC Leader.

In Command, we have separated an agent's personal Command account from their team Command accounts. Associates that are a part of a team will have their own personal Command account as well as a team Command account they can switch between at any time. The data in these two versions of Command are kept totally separate.

As a result, if an agent is removed from a team before they have a chance to take care of a few things, they will lose Command data and access to any lead/contact they own, in the team Command account. In addition to this, there are other considerations to be aware of before removing an agent from a team in the MC Team Management Tool.

After the team member(s) have been added the next step would be to have the Rainmaker of the team set agent permissions for the newly added team member. This will determine what the team member(s) can see and do in the team Command account.

To add and remove team members in the MC Team Management Tool:

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. Click Command MC at the top of the page.

3. Click the Administration icon, , on the left side of the page.

4. On the left side of the page, click the Team Management category, then select Teams.

5. Find and select the team, by clicking on the Team Name.

Add Team Member(s)

1. Within the Current Members tab, click Add Team Member.

2. Utilize the search bar to search and select the desired team member(s). Users can also utilize the Show drop-down and select Unallocated Associates. This will display all associates in the market center that are not a with a team.

3. Once the desired team member(s) have been selected you will need to also select their role and set their start date with the team.

4. Click Add Team Members when done. The roster will be updated immediately and the newly added team member(s) will have access to the team Command account.

The next step would be to have the Rainmaker set agent permissions for the newly added team member.

By default these will be the team Command permissions for an associate based the role entered when being added to a team:
- - Rainmaker - Unlimited (The permission level for this role is not editable).
  - Transaction Coordinator, Administrative Assistant - Enhanced (The permission level for this role is editable).
  - Any other team member role - Standard (The permission level for this role is editable).

Remove Team Member(s)

1. Locate the desired team member, click the ellipses icon, , to the far right, and select Remove from Team.

2. The Date Removed field will auto-populate with the current date. You will not be able to future date or back date a team member removal. When ready, click Yes Remove Member. The roster will be updated immediately.

Before the team member is removed there are some things to consider. Also, be sure to confirm that the team member being removed has migrated their contacts/leads to their personal Command account. If this doesn't happen, any contacts owned by them in the team Command account will disappear once they are removed.

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