Own NewHelp Center

Team Management

View and manage team members in your organisation.

View colleagues in your organisation and manage their roles and permissions.

Accessing Team Management

  1. Go to Settings → Members
  2. You'll see all current members of your organisation

Team Roles

Each person has a role that determines what they can do:

RolePermissions
OwnerFull access to all features and settings. Can manage organisation ownership and deletion.
AdminFull day-to-day portal access for your partner type. Can manage settings, team access, and organisation configuration.
Broker Client AdvisorBroker access for advising clients: Latest Rates, Letters of Approval linked to their contact, builder directory, Statements, Training, Settings, and Help.
Broker MarketingBroker access for Marketing Hub, Statements, Training, Settings, and Help.
Builder Sales AdminBuilder access for Letters of Approval linked to their contact, Settings, and Help.
Builder MarketingBuilder access for Brands, Developments, Marketing Hub, Statements, Site Team Training, Settings, and Help.

Viewing Members

The Members page shows:

  • Name and email
  • Role
  • Date joined

How Colleagues Join Your Organisation

Team members join your organisation automatically when they sign up with a matching email domain.

For example, if your organisation uses @yourcompany.co.uk:

  • New users who sign up with that email domain will automatically join your organisation
  • You can change their role after they join

This domain-based auto-join ensures only colleagues with your company email can access your organisation.

Changing Roles

To change someone's role:

  1. Find them in the members list
  2. Click on the menu icon (three dots) on their row
  3. Select Update Role
  4. Choose the new role from the dropdown
  5. Click Update Role to confirm

The role list is tailored to your organisation type:

Organisation typeAvailable roles
BrokerAdmin, Broker Client Advisor, Broker Marketing
BuilderAdmin, Builder Sales Admin, Builder Marketing

Note: You cannot change your own role or assign the Owner role through this interface.

Removing Members

To remove someone from your organisation:

  1. Find them in the members list
  2. Click the menu icon (three dots)
  3. Select Remove from Account
  4. Confirm the removal

Removed members:

  • Lose access immediately
  • Keep their Own New account (they can join another organisation if their work email domain is recognised)
  • Cannot see your organisation's data

Best Practices

  1. Use appropriate roles — Only give Admin access to those who need full portal access
  2. Keep members updated — Remove people who leave your organisation
  3. Use individual accounts — Don't share login credentials
  4. Review regularly — Periodically audit who has access

Getting Help

For questions about team management: