Overview
As a Broker/Admin user you will have access to updating, removing and adding Agent accounts for your team!
To access your Agent user list, open your left-hand navigation menu, click on the Admin tab, and then select the Users - Agents option.
Add an Agent
It is very important that you do not overwrite an existing Agent account to add a new Agent account to the system. Doing so can cause issues with text messages and emails sent through the system.
To add a new Agent user, click on the + Add a New Agent button in the top right corner of your Agent list page.
When adding a new Agent to the system you only need to fill out the required information indicated by a red asterisk.
Login Info | The Login/Email address entered in this box affects…
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Settings | When setting up your new Agent, you'll have the choice about the Agent's user roles. Decide whether to mark them as an Active user (Active Agent or Broker/Admin) or as a Profile-Only Agent. The Profile-Only user role means that your Agent will not have access to many features, most notably, they will not be able to receive leads through the lead rotation and will not be able to be transferred leads. For more details, check out our User Roles & Permissions article! You can always adjust these additional settings after your Agent is added to the system. |
Agent Website Address | Next, create a URL for your new Agent's website, also known as the Agent subdomain. The Agent's name replaces the "www" in the URL. So the Agent website will not actually include "www", rather it will look like this: http://agentname.yourcompanysite.com/ |
MLS Info | If you have your Agent's MLS ID, you can enter it here to have their listings display on their Agent website under their My Listings tab. |
Contact Info | You are required to enter your Agent’s first and last name. |
| As a final option, you can choose to activate the Agent now or have them activate their own account. |
All the information that you choose not to enter can be entered by the Agent at their convenience, when they log in their accounts and access their My Profile page!