Brokers only ever see the cards assigned to them. A switch turned off blocks that CRM completely, even cards assigned to them. Admins always have both. Changes save as you make them.
| Name | Email | Role | Insurance CRM | Legacy Client Book |
|---|
Adding someone: in Supabase, open Authentication, then Users, then Add user. "Send invitation" emails them a link to set their own password. They appear here once they exist; then turn on the CRMs they should use and assign them cards inside that CRM.
Removing someone: turn off their switches here. Their cards stay put so you can reassign them.