Add and Remove Team Members in the CommandMC Team Management Tool – Leadership Answers

The MC Team Administration Tool is the tool that drives the official organization and roster for the teams in your Market Center. These team rosters directly affect team setup in Command and KWR Awards. Access to this tool is based on the role a leader has in their Market Center, which include the following roles: MCA, AMCA, and Market Center Leader.

In Command, an agent starts with a personal business account, which you can add team members and guest users to, and traditional teams. That means associates have their own personal business Command account and can be added to a team Command account that they can switch between at any time. The data in these two versions of Command are kept totally separate, including contacts, Opportunities, websites, etc..

As a result, if an agent is removed from a team before they have a chance to take care of a few things, they will lose Command data and access to any lead/contact they own, in the team Command account. In addition to this, there are other considerations to be aware of before removing an agent from a team in the MC Team Management Tool.

After the team member(s) have been added the next step would be to have the Rainmaker of the team set agent permissions for the newly added team member. This will determine what the team member(s) can see and do in the team Command account.

To add and remove team members in the MC Team Management Tool:

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. Click CommandMC at the top of the page.

3. Click the Administration icon, , on the left side of the page.

4. On the left side of the page, click to open the Team Management category, then select Teams.

5. Find and select the team, by clicking on the Team Name.

Add Team Member(s)

1. Within the Current Members tab, click Add Team Member.

2. Utilize the search bar to search and select the desired team member(s). Once the desired team member(s) have been selected you will need to also select their role and set their start date with the team.

Keep in mind, you can add associates to multiple teams in the same Market Center. Under the associate's name, you will see their Market Center role if they aren't on a team, or their team's name if they are.

3. Click Add Members when done. The roster will be updated immediately and the newly added team member(s) will have access to the team Command account.

The next step would be to have the Rainmaker set agent permissions for the newly added team member.

By default these will be the team Command permissions for an associate based the role entered when being added to a team:
- Rainmaker - Unlimited (The permission level for this role is not editable).
- Transaction Coordinator, Administrative Assistant - Enhanced (The permission level for this role is editable).
- Any other team member role - Standard (The permission level for this role is editable).

Remove Team Member(s)

1. Locate the desired team member, click the ellipses icon, , to the far right, and select Remove from Team.

2. The Date Removed field will auto-populate with the current date. You will not be able to future date or back date a team member removal. When ready, click Yes, Remove Member. The roster will be updated immediately.

Before the team member is removed there are some things to consider. Also, be sure to confirm that the team member being removed has migrated their contacts/leads to their personal Command account. If this doesn't happen, any contacts owned by them in the team Command account will disappear once they are removed.

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