Team and Agent

Teams and Brokers

Applicable Scenarios

Used to manage brokers and their associated teams.

Preconditions

None

Operating Instructions

Menu path: Broker Management > Teams and Brokers

Team Management

Menu path: Broker Management > Teams and Brokers > Team Management

Within Teams and Brokers management, select "Team Management" to add broker teams. The system currently classifies team types as: Broker / Marketing Team.

After successful creation, you can perform actions in the action area on the right side of the displayed record: "Details" / "Edit" / "Freeze".

Broker Management

Menu path: Broker Management > Teams and Brokers > Broker Management

Click "Create" in the top-right corner to establish broker information. After successfully creating a broker, the system will automatically create a backend user account (broker accounts can log in to the WTT client).

Note: When creating a broker, the broker's brokerage email address is used as the unique validation identifier.

After successful creation, you can perform actions in the action area on the right side of the displayed record: "Details" / "Edit" / "Freeze" / "Subordinate Management".

"Edit": When modifying a broker's commission plan, the system supports optionally synchronizing the commission plan configuration for the clients under that broker.

"Freeze": After freezing a broker, that broker will be unable to log in to WTT using their account.

"Subordinate Management": This function has been migrated to "Identity Management > Personnel Management"; locate the corresponding broker user to edit their "data permissions".

In Broker Management, an additional broker configuration has been added: when opening an account, if a broker is not manually assigned, the system will preassign the account to a designated broker.

In the search component: supports searching by broker ID or broker name.