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If you work with partners, assistants, or a small brokerage team, you can bring them into CRE Fuel and control exactly what each person can see. Roles keep sensitive deal data private until you are ready to share it.

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Invite a Team Member

1

Open Team settings

Go to Settings > Team.
2

Start the invitation

Click Invite Member.
3

Enter their email

Type the colleague’s email address into the field.
4

Choose a role

Select Admin or Member from the Role dropdown. See the role descriptions below before you choose.
5

Send the invite

Click Send Invite. Your colleague will receive an email with a link to set up their account.
Each teammate connects their own cell the same way you did, under Settings > Phone > Your Phone. There is no number to assign them and nothing for you to set up on their behalf. Their calls go out showing their number, and callbacks ring their phone.

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Role Permissions

Admin

Can view and edit all deals and contacts on the account, including records owned by other members. Use this role for trusted partners or a lead admin.

Member

Can view and edit only their own deals and contacts. Records owned by other members are not visible. Use this role for agents or assistants who should work in their own lane.
Start new hires as Members. Promote them to Admin only once you are comfortable sharing the full pipeline with them. This keeps your sensitive deal data private in the meantime.

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Remove a Team Member

1

Open Team settings

Go to Settings > Team.
2

Find the member

Locate the person you want to remove in the members list.
3

Open their menu

Click the three-dot menu to the right of their name.
4

Remove them

Click Remove. Confirm when prompted.
Removing a member does not delete their contacts or deals. Those records stay in your account and will be visible to Admins. Reassign any open deals before removing the member if needed.