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What is the difference between an Agency Owner and an Agency Admin?
What is the difference between an Agency Owner and an Agency Admin?

An Agency Owner sets up the agency and can transfer ownership. An Agency Admin manages team and billing.

Ellen Longley avatar
Written by Ellen Longley
Updated over a week ago

Great question! When setting up an agency in Tern, you get to determine the roles for each of your team members.

An Agency Owner is the first person who sets up the agency. This person has the same permissions as an Agency Admin, but they also have the ability to transfer ownership of the agency to another team member.

An Agency Admin has the ability to manage team members and access/edit billing information. They can also perform all tasks that an Agency Owner can. This is a great role for your agency bookkeeper, Virtual Assistant, or anyone that you trust within the team to manage the sales and commission details of your team.

You can set and update the roles of your agency team members by clicking on their row in the list of team members, after which this window will pop up.

Here you'll be able to determine their agency role.

Recap:

  • Owner: the first person who sets up the agency (permissions are the same as 'admin')

  • Admin: can manage team members and access/edit billing

  • Agent: as of right now, agents will just show up under your team, and you can optionally manage their subscription through Tern. As we build out more features, they'll be able to sync activity data to your for commission reconciliation & reporting


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