The Chassis (Lofty Team Setup)
Lofty team setup built right from day one.
Agents added the right way, roles and permissions that make sense, and a clean process for when someone leaves. Set it up once and the rest of your system works.
Your team, set up the right way.
How you add agents in Lofty decides whether your routing, pipelines and automation actually work. Get it wrong and you spend months patching permissions and chasing lost leads. These three videos cover adding agents, the difference between roles and permission profiles, and how to remove an agent without losing a single contact.
How to Add Agents in Lofty the Right Way (Team Setup)
Agent Roles vs Permission Profiles in Lofty
Delete, Deactivate & Transfer Agents in Lofty
Three parts. Everything else bolts onto them.
Adding agents
Each agent is added with the right role, team and settings, so routing and automation work for them from the start.
Roles and permissions
Roles decide what someone is. Permission profiles decide what they can see and do. We set both so nobody has too much or too little.
Offboarding
Leads, contacts and conversations get transferred before an agent is deactivated, in the right order, so nothing gets orphaned.
Team setup is the frame the rest of your Lofty sits on. Routing, pipelines and Smart Plans all depend on agents being set up correctly first.
A team account that doesn't fight you.
Agents added correctly
Every agent gets the right role, team and notification settings, so nothing breaks the first time a lead comes in.
Roles that make sense
Admins, team leads, agents and ISAs each get the role that matches what they actually do.
Permission profiles
Control who can see the whole database, export contacts or change settings, without locking people out of their own work.
Ready for routing
Agents are grouped so lead routing and reassignment work the way you want.
Clean offboarding
A step-by-step process to transfer leads and deactivate an agent without losing contacts or conversations.
Training for your team
A walkthrough for your agents so they know where everything lives and how to work their leads.
Lofty team setup FAQ
How do I add an agent in Lofty?
Agents are added from the team settings in Lofty. The part most teams miss is setting the right role, team and permissions at the same time, because that decides how routing and automation treat them.
What's the difference between a role and a permission profile?
A role describes what someone is on the team. A permission profile controls what they can see and do in the account. They work together, so you need both set correctly.
What happens to an agent's leads when they leave?
If you just delete them, you can lose track of contacts and conversations. The right move is to transfer their leads first, then deactivate the agent, in that order.
Should I delete or deactivate an agent?
In most cases deactivate after transferring their leads. That keeps history intact while removing their access.
Does team setup affect lead routing?
Yes. Routing rules, reassignment groups and lead ponds all depend on agents being grouped and set up correctly.
Can you set this up for me?
Yes. Team setup is part of every team Lofty Buildout and Tune-Up. If you're not sure what your account needs, start with the free Lofty Health Check.
Included in every Lofty build.
Team setup isn't sold by itself. It comes with every team Lofty Buildout, and it's part of the Tune-Up when we fix an account that's already running.
READY WHEN YOU ARE
Build the frame right. Everything else runs smoother.
Take the free Lofty Health Check or book a quick call, and I'll show you what's off in your team setup.
A boutique digital marketing agency built by realtors, for realtors. Specializing in Lofty CRM buildouts, Google Business Profile optimization, and growth systems for top-producing agents across North America.