---
title: Team & collaborators | Mortgage Clarity Help Center
description: Put your production partner and processor on reports, and give an assistant access to your book.
url: https://www.mortgageclarityplatform.com/help/settings/team
site: Mortgage Clarity
updated: 2026-09-01
---

## Two different things, one page

A team member can be either of two things, and the difference matters. A ROSTER ENTRY is a name, role, and photo that clients see on your reports so they know who is involved in their transaction — it grants no access to anything. A DELEGATE is a roster entry plus a real Clarity login that works inside your book. Everything you add here is a roster entry unless an administrator has attached an account to it.

## Add someone to your roster

1.  1
    
    Open Settings, then under the Business group open Team.
    
2.  2
    
    Add a member and fill in the Name. Role is a free-text field with suggestions — Production Partner, Production Manager, Loan Officer Assistant, Transaction Coordinator, Loan Processor, Marketing Manager, Branch Manager.
    
    ![Settings → Team, adding a member](https://www.mortgageclarityplatform.com/help-figures/settings__team__1.png)
    
    Settings → Team, adding a member Click to enlarge
    
3.  3
    
    Add email and phone if you want clients to be able to reach them directly.
    
4.  4
    
    Upload a photo and crop it. A named face on a report does more for a client's confidence than a title alone.
    
5.  5
    
    Write a short bio describing their role. Two sentences beats a paragraph.
    
6.  6
    
    Save. They appear on reports and in communications.
    

## Giving an assistant access to your book

Delegation — an assistant or processor signing in with their own login and working inside your book — is set up by an administrator, not from this page. That is deliberate: an advisor cannot grant another account access to a book, which is what keeps the boundary honest.

1.  7
    
    Ask your administrator to link the person's Clarity account to your team entry with full access.
    
2.  8
    
    Once linked, they sign in with their own credentials and land in your book. They see and edit your clients, analyses, and reports as you would.
    
3.  9
    
    Three things stay with you and are refused for a delegated session: deleting the account, exporting your data, and billing. Those belong to the account holder.
    
4.  10
    
    Someone who supports several loan officers can be linked to several books. They choose which one they are working in when they sign in, and switch from the header.
    
    Team members do not consume an advisor seat. Adding your production partner and processor costs nothing on your plan.
    

## Related articles

[Plans & billing

Your plan, seats, payment method, and invoice history.

](https://www.mortgageclarityplatform.com/help/getting-started/plans-billing)[Set up your brand kit & profile

Your identity and branding flow onto every client-facing report and workspace.

](https://www.mortgageclarityplatform.com/help/getting-started/brand-kit-profile)

[PreviousHide Rate Trends (or any tab) from the client workspace](https://www.mortgageclarityplatform.com/help/settings/client-workspace-config)[Next Notifications](https://www.mortgageclarityplatform.com/help/settings/notifications)

Still stuck?

Email [christian@mortgageclarityplatform.com](mailto:christian@mortgageclarityplatform.com), or use the Help button in your advisor top bar to send a message without leaving the app.