In order to manage your team or office profile, including adding or removing agents, you will need to have Admin Access.
Even on the free version of RateMyAgent, administrators retain the ability to:
Add or remove agents from the platform.
Access and manage agent profiles directly.
Administrators should ensure their role is correctly set up to utilize these functionalities efficiently.
To ensure your team is accurately represented on RateMyAgent, keep your team profile up to date. An admin can easily add or remove members with just a few clicks. In cases where the agent already has a profile, simply search for their existing profile through the platform and add them to your team. If the agent does not have a profile, you can request its creation via the RateMyAgent support team, ensuring the agent activates it afterward.
Gaining Admin Access to Agent Profiles
If an office admin requires access to an agent’s profile for updates or edits, the following process can be used:
Initiate a Permission Request: Log in to the Office profile as an admin.
Navigate to the Permissions Request Section: Go to the "Team & Admins" section.
Request Permissions: Select "Agent Access," check the relevant agent’s profile, and send the access request.
Agent Approval: The agent must grant the requested permission for the admin to gain editing rights.
This structured method ensures that agents have control over granting access while enabling office admins to manage profiles efficiently.
To Invite an Agent:
Step 1: Log in to your Team Dashboard, open Team & Admins from the left menu, click Add, and search for your agents.
Step 2: A popup will launch; simply begin to type the name of the agent you would like to add. You can search by name, email or NAR ID (USA brokers). Select the agent from the generated list.
Step 3: A popup will launch to show you a summary of your team subscription and any additional charges for adding another team member.
If you are unable to locate your agent, please see below.
Troubleshooting Issues with Adding Agents
If issues arise, such as not being able to add agents despite available slots, verify that the outlined steps are being followed. Subscription-related problems might also affect the process and could require additional troubleshooting.
Delegated Access for Profile Management
Admins can request delegated access to an agent’s profile to manage it without the agent’s involvement in every step. The process includes:
Request Delegated Access: Admins must log in to their accounts and send a request for profile access to the specific agent.
Agent Approval: The agent needs to approve this request, granting permissions to the admin to act on their behalf.
This arrangement balances operational efficiency for admins with control and security for agents.
If the agent you're looking for does not show up in your search, drop our Support team a line. We can create the profile on the agent's behalf. They will then need to claim to get started. Use the provided [profile request link] to initiate profile creation. After the profile is created, ensure the agent activates it by clicking an activation link sent to their email.
Make sure to include the following:
The agent's name
The agent's contact number
The agent's email address
The office you want to add them to
Click here for a guide on claiming a profile.
Step 3: Adding Agents When No Principal is Assigned
When no principal has claimed the office profile, a director or principal must first claim it. Once claimed, agents can then be added to the profile. Note that previously associated agents might appear due to historical listings.
Step 2: Claiming an Agent’s Profile
Agents typically need to claim their profiles before being added to the team. Share the specific claim link provided in the guide or, if necessary, log in with their information to facilitate the claim.
Pending Invitations:
All invited team members will get an email to join your team. Until they accept, their names will appear in the pending invitations section.
To Remove an Agent:
Confirming Agents Are Properly Linked
Agents can verify their linkage by checking the Billing and Subscription section in the platform. If linked correctly, they will see a message confirming the office subscription is covered by their company.
If delegated access has been granted, admins should see a confirmation message under permissions settings. This ensures their access rights are in place.
Step 1: Head to the Team & Admin page within the Team dashboard
Step 2: Locate the agent you want to remove, click the three dots, and select Remove. You can also remove pending team members—this will cancel their original invitation, preventing them from joining the team.
Step 3: Confirm you would like to remove the agent from your team.
