Partners and Team Admins can request to update an existing team member’s role directly within the Side app.
From your Side app, you can go to Team Management and click the 3-dot menu button for the team member whose role you wish to update. (shown below)
- All Partners and Team Administrators have access by default, Agents will need Partner approval if access is needed
- You may update the Team Member’s current role or add an additional role, but if the Team Member is currently licensed (either Associate or Referral) then they must remain one of those roles.
- If you are updating a Team Member to be a Referral Agent and they will also be operating in a full-time admin or operations role, then please also select the role of Administrator when updating.
- If you are the Partner or Team Administrator of a brand with subteams, you may select a Team’s roster by using the Team Selector (shown below).
Once you have selected the new role(s) for the Team Member you will be able to update Team Member Details and provide necessary information for the role change to be completed.
After you have completed the request, you will see in your Team Roster that the Team Member’s role update is being processed. Side’s Launch team will reach out as needed during the update process.
Clink HERE for more information on the transition to Referral Agent Process.
NOTE: If you are trying to Offboard, or remove access from an existing team member you will need to complete an Offboarding Request Form