Teams & Roles

Everything in Tatemono IQ — every property, analysis, and list — lives inside a team. Teams are how the platform decides what you can see and what you can do. Understanding the two kinds of teams and the four access levels explains almost every "why can I (or can't I) see this?" question.

Two Kinds of Teams

Personal teams are private workspaces. When you sign up for Tatemono IQ, a personal team is created for you automatically, named after you (for example, "Ken's Team"). Properties you import, analyses you run, and lists you build there are yours. You are the owner, so you have full control — and you can invite other people (always as investors) into it if you choose to share your research. Every investor is guaranteed a personal team; colleagues who joined the platform through an agency team invitation work in that team instead.

Agency teams are shared workspaces created by real estate companies. The team typically carries the company's branding, and its members work together with roles: agents and staff manage the property library, and invited investors get a view into it. If an agent invites you to their team, you keep your personal team — the two exist side by side, and you can belong to any number of teams.

The Four Access Levels

Within a team, what you can do is determined by your role. There are three assignable roles — Agent, Staff, and Investor — plus the Owner, who is the person the team belongs to and holds every permission automatically.

Default capabilities in an agency team:

Two things to keep in mind:

• These are the defaults — a team owner can adjust what each role is allowed to do (see Customizing Role Permissions), so capabilities can differ from team to team.
• In your own personal team you are the owner, so all of this applies to you automatically there.

The Investor Role Is Permanent

The Investor role is a one-way door: once a user is an investor, their role cannot later be changed to Agent or Staff. That's why the app shows a confirmation warning whenever you assign it. The flip side is that every investor automatically receives their own personal team, so they always have a private workspace of their own regardless of which agency teams they join.

Your Active Team

You are always working in one team at a time — your active team. The team badge in the upper-left corner of the screen shows which one:

• For an agency team, the badge shows the company's logo (or the team's initials if no logo is set).
• For your personal team, it shows the Tatemono IQ logo.

Click the badge to open the team information panel: the team's property, member, and saved-analyses counts, the team owner, and a shortcut to Team Settings.

Switching Teams

Open the Teams menu in the top navigation to switch. All the teams you belong to are listed, with a checkmark on the active one — click any team to make it active. The same menu holds your team management entries (Team Settings, and for owners, Permissions and Beta Features) and shows a badge when you have pending team invitations.

Switching teams switches your whole working context:

• The property list refilters to the new team's properties — the active team is effectively a property filter that's always on.
• Analyses and lists follow the same scope.
• Your permissions are re-evaluated — you might be an owner in one team and an investor in another, and the app's buttons and menus adjust accordingly.

Filtering by Team Without Switching

Inside the property filter panel there's an Access Control section with a Team dropdown. Use it when you want to narrow the property list by team temporarily without changing your active team — useful if you belong to several teams and are comparing inventories.

What Investors See in a Team

Investors get a deliberately safer, read-oriented view of an agency team:

• Published properties only. Drafts an agent is still preparing don't appear for investors. (In your personal team, you always see your own properties at every stage.)
• Addresses can be masked. Agents may hide exact addresses, in which case investors see an area-level location on the map instead of a pin on the building. The agent can lift this per investor with the "Show full address to this investor" setting in Team Settings.
• Investor analyses are private from each other. In an agency team, an investor never sees another investor's analyses; agents, staff, and the owner see all of the team's work. In a personal team it's the reverse philosophy: everyone you invite can see all analyses in that space — you control sharing by controlling membership.

Customizing Role Permissions

Team owners can tune what each role is allowed to do in their team: open Teams → Permissions, pick a role, and toggle individual permissions. The changes apply only to that team — the same person can have different capabilities in different teams.

Next Steps

• Inviting Investors & Sharing Properties — both ways to bring an investor into your team
• Account & Preferences — the user menu, currency, and feedback
• Getting Started for Investors — the investor onboarding path