🤼‍♀️ Team management

Get an overview of your subscription and activate your team members after setting up billing details.

Getting there

1. Access the User menu
2. Select 'Manage account'
3. In the 'Manage account' space, select 'Billing & Team management'

1. Plan: The plan you're currently subscribed to. You can change/update your plan at any time by clicking on "Change plan". Your new plan will take effect on the 1st day of your new billing cycle.
2. Active users: The total number of current active users. You'll be charged based on the total amount of active brokers you have for the current billing cycle.
3. Estimated bill: How much you'll owe for your next bill payment. This may take up to 24 hours to reflect recent changes or up to date usage.
4. Payment details: Relays your payment details in Stripe. Click on 'Manage billing' to be taken to Stripe if you'd like to update your payment details.
5. Team members list: List of team members who've had Middle enabled or been onboarded to Middle. Read below for more details.

Team members list

Here you'll see details of your team members including:

Name, Email address, and...

Role

• Admin broker
• Broker
• Assistant

User status

• Active: Can send a Discovery Journey
• Inactive: Can't send a Discovery Journey. Admin brokers who are inactive can still manage their team's billing and activate other team members.

Actions menu (...)

• Activate user
• Deactivate user

See below for more details 👇

Roles

Admin

• Manages brokerage billing, activation of team members (adding a user) and access permissions
• Send, view, archive their own Discovery Journeys
• View a Discovery Journey on behalf of another broker they've granted themselves access to*
• Receive email comms about their Discovery Journeys, including any sent on their behalf by their assistant*
• The admin requires an active account if they wish to send a Discovery Journey or view one for a broker they have granted themselves access to, otherwise they can perform billing and team management tasks with an inactive account (and not count towards the brokerage's per broker headcount)

Broker

• Send, view, archive their own Discovery Journeys
• View a Discovery Journey on behalf of another broker (if given access to by the admin)*
• Receive email comms about their Discovery Journeys, including any sent on their behalf by their assistant*

Assistant*

• Send, view, archive a Discovery Journey on behalf of another broker (if given access to by the admin)
• CC'd in email comms about Discovery Journeys for their assigned broker

☝️

When an assistant sends a Discovery Journey on behalf of a broker, the client will receive email comms as if the broker had sent the Discovery Journey themselves i.e. the broker's name & contact details will be shown, not the assistant's details

*Requires Base + Collaboration plan

Activate a team member

Activate any currently Inactive team members to give them access Middle.

1. Click on the (...) menu and select 'Activate user'
2. A confirmation modal will appear, re-stating the cost to activate this team member
3. After confirming, we'll notify your team member that access has been granted and that they can start using Middle

☝️

Activating a team member will instantly add to your brokerage's bill for the current billing cycle.

De-activate a team member

De-active any currently Active team members. Note that access is withdrawn at the end of your current billing cycle.

1. Click on the (...) menu and select 'Deactive user'
2. A confirmation modal will appear
3. After confirming, your team member will now be scheduled for deactivation - their last date of access to Middle is noted next to their User status (e.g. - Until 01/11 means they have access until 1st November of current year)

☝️

About deactivation

When another team member/broker has been deactivated and their access expires:

• They will no longer be able to view their Discovery Journeys.
• Clients can still access their Discovery Journey even though their broker is deactivated.

Add a user

Add a broker to Middle

If you'd like to invite a team member, who isn't currently shown in the Team members table, you'll need to contact us, or if you're with one of our integrated partners, ask them to enable Middle for that team member. Once this is done, come back to this page and they should automatically appear in the Team members table ready for you to activate them.

Add an assistant to Middle

To enable Assistants, you'll need to be subscribed to a plan that includes Assistant access. Once you're on the right plan, from the Team management page:

• Press 'Invite assistant' button
• Fill in the details (name, email address)
• Select which brokers they'll be assisting
• Finish by pressing 'Send invite'

They'll appear in the Team members table and their user status will be set to 'Active'. An invitation email will be sent to them to get started!

Read below to learn more about what an assistant can do in Middle on behalf of a broker 👇

Manage access permissions

Access permissions tells you which team members have visibility over and can act on behalf of another team member. Access permissions differ between brokers and assistants. Your admin broker can update these if you're subscribed to a plan that allows you to edit access permissions. If you're on the Base plan, your team members can only view their own Discovery Journeys and you won't be able to invite an assistant.

Broker access: View existing Discovery Journeys and request documents for their assigned broker.

Assistant access: In addition to everything in broker access, assistants can also send out a new Discovery Journey to their assigned broker's clients and archive existing ones.

To update these:

1. Press (...) button in the corresponding team member's row and select 'Mange permissions'
2. Select which team members you'd like them to grant access for this team member to act on behalf of
3. Press 'Done' to finalise

☝️

Selecting 'All active brokers' means that this team member will automatically have access to any new brokers you activate in the future.

Team management FAQs

Q. What happens when I leave my existing brokerage / move to another brokerage?

A. If you're moving brokerages your existing Discovery Journeys won't be accessible once your current account is deactivated by your Admin/Owner. When you move brokerages you'll need to activate Middle using your new brokerage email address. Your existing Discovery Journeys will remain with the brokerage you're leaving and can be re-assigned to any remaining brokers - get in touch at [email protected]

Q. Can I re-assign the owner of Discovery Journey?

A. We're working building the ability for the Admin/Owner of a brokerage to re-assign the owner of a Discovery Journey to themselves or another broker. For now you'll need to get in touch at [email protected] and we'll be able to assist you.