Team & brokerage
Roles and permissions
What each role can see and do, and how to build a custom role.
BrokerFold ships four default roles. Team plans can use them as-is; Brokerage plans can build custom roles.
- Owner — billing, settings, every agent's data. Exactly one per account.
- Admin — everything except billing and delete-team-account
- Agent — their own leads, pipeline, site content, and contacts; read-only on team-wide reporting
- Assistant — scoped to a specific agent's data, read/write; no billing or settings
Custom roles (Brokerage plans)
Build a role from 24 granular permissions — e.g. an 'Office manager' role with billing visibility + agent invite rights but no edit access to listings. Role assignments are auditable from Settings → Audit log.