video1.0<iframe src="https://www.loom.com/embed/5c159f699f0947b5896c0e8093dfe0d8" frameborder="0" width="2560" height="1920" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>19202560Loomhttps://www.loom.com19202560https://cdn.loom.com/sessions/thumbnails/5c159f699f0947b5896c0e8093dfe0d8-3a1eb6e46906ee8d.gif141.766667This Loom explains how to manage team onboarding and roll-based access within a brokerage account. On the brokerage page, admins can expand available carriers, products, and regions, and view team members by role, including the admin or broker. The admin can update a broker’s access by changing carriers and adding products such as “intact core travelers” and “property,” then saving to apply the updated access. The admin can also remove team members and invite new brokers by selecting a role, entering email addresses, and specifying available documents, products, regions, and a default region based on existing carriers.