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Teams & operations

Team sub-accounts

Give each agent their own workspace while keeping brokerage-level visibility where it matters.

Team sub-accounts

Sub-accounts are how AgentStack keeps each agent organized without flattening everyone into one messy contact list.

Why they matter

  • Each agent keeps their own contacts and deals
  • Brokers can still see the bigger picture
  • Routing rules stay cleaner
  • Permissions are easier to reason about

Good uses

  • Team leader with multiple agents
  • Brokerage with territory-based routing
  • ISA or admin support helping several producers

Setup tip

Create the sub-account first, then invite the user into the right place. That keeps imports, lead routing, and AI settings from landing in the wrong workspace.