Settings overview
Settings is where you configure Realm — yourself, your brokerage, and the compliance rules that govern your transactions. Realm splits settings into three scopes so personal preferences never get tangled up with org-wide policy. Knowing which scope you're in tells you who a change affects.
The three setting scopes
| Scope | Affects | Who can change it | Where to find it |
|---|---|---|---|
| General (your account) | Just you — your profile, notifications, calendar, security | Every user, for their own account | Settings (the gear / your name menu) |
| Brokerage (the Workspace) | Your whole organization — members, teams, commission, Realm defaults | Brokers, admins, and (for some tabs) team leads | Brokerage Settings |
| Compliance | The governance rules enforced across every Realm | Brokers and admins | A focused section reached from Brokerage Settings |
A Workspace is your brokerage/team container; a Realm is a single transaction. These scopes are about the Workspace and your account — the things you set up once and reuse — not about any one Realm. See the Glossary if those words are still fuzzy.
How to reach each scope
- General settings — open the Settings page from the top-right menu. You'll land on Profile. Tabs run across the top (Notifications, Connect, Calendar, Security, Integrations, and more). There's a search box at the top — type "timezone", "MLS", or "2FA" and it jumps you to the right tab.
- Brokerage settings — if you're a broker, admin, or team lead, a Workspace / Brokerage Settings entry appears. This is the org-wide hub: Users & Roles, Teams, Commission, Realm Settings, Lead Sources, Routing, and more.
- Compliance — from Brokerage Settings, switch to the Compliance section using the section switcher in the header. It keeps the broker policy, disclosure, retention, and audit surfaces on their own focused page.
Which page do I want?
- Change your name, photo, license, or notifications → General settings
- Invite agents, set up teams, configure what every new Realm requires → Brokerage settings
- Group agents under team leads → Teams
- Group agents and REALMS under branch offices → Offices
- Set splits, caps, and fees → Commission plans
- Connect Google/Microsoft, MLS, marketing, or lead sources → Integrations
- Manage your plan, seats, and invoices → Billing & plans
If a tab or setting isn't showing for you, it's almost always a permissions thing — brokerage and compliance settings are gated to brokers, admins, and team leads. Ask your broker if you need access.