Branch Management Guide
Learn how to manage your team members, assign roles, and control access to your branch.
Accessing Branch Management
Click your avatar in the top navigation, then select "Branch Management" from the dropdown menu.
Inviting Team Members
Who Can Invite
- Admins: Can invite admins, managers, or negotiators
- Managers: Can only invite negotiators
- Negotiators: Cannot invite anyone
How to Send an Invite
- Go to Branch Management page
- Find the "Invite Team Member" section
- Enter the person's email address
- Select their role (admin, manager, or negotiator)
- Click "Send Invite"
- They'll receive an email with a unique invite link
What Happens Next
- If the person already has a Domovita account, they can accept immediately
- If they're new, they'll be guided through registration first
- Once they accept, they're automatically added to the Estate Agents user group
- They can start listing properties under your branch immediately
Managing Existing Members
Viewing Your Team
The team member table shows:
- Member name and email
- Current role (with color-coded badges)
- Join date
- Status (active/removed)
Changing Roles
Admins only: Promote or demote team members
- Click the "Promote" button next to a negotiator to make them a manager
- Click the "Demote" button next to a manager to make them a negotiator
- Note: You cannot demote the original branch admin
Removing Members
Who can remove:
- Admins: Can remove anyone except themselves
- Managers: Can remove negotiators only
What happens when removed:
- Member loses access to the branch
- They're removed from the Estate Agents user group (reverts to Property User)
- Their existing property listings remain under the branch
- They can no longer submit new properties or access branch features
Understanding Member vs Branch Suspension
Member Removal (Individual)
- Affects one person only
- Removes their Estate Agent privileges
- Their existing listings stay with the branch
- Other team members unaffected
- Use when: Someone leaves the company or is let go
Branch Suspension (Entire Team)
- Affects all team members
- Usually triggered by subscription expiry or payment failure
- All members lose ability to submit new properties
- Existing listings remain visible
- Use when: Subscription issues need resolving
Best Practices
- Admin Role: Limit to office managers or senior staff
- Manager Role: Team leaders who manage negotiators
- Negotiator Role: Most team members who just list properties
- Remove Promptly: When someone leaves, remove them immediately to maintain security
- Invite by Work Email: Use company email addresses for better accountability