In order to manage your team or office profile, including adding or removing agents, you will need to have Admin Access.
Admins have control over office profiles and team management but must obtain explicit approval to access an individual agent's profile.
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.
New agents should ensure that their profiles are accurately associated with their agency to avoid duplicates. If a profile under a matching agency exists, it will be linked rather than a new one being created. Admins or agents may reach out to the support team to ensure seamless association and activation.
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.
Admins must ensure to follow all outlined steps for approval to avoid access issues.
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
Check to ensure duplicate profiles have not been created by verifying the agent's details with the support team. If a duplicate profile exists, consolidate the profiles or update the correct one to reflect accurate data.
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.
Additionally, confirm permissions in the 'Team & Admins' section and ensure the agent has accepted the access request.
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:
To assist an agent, an admin must explicitly request access through the 'Assistants' section and await approval.
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.
If a matching profile already exists, the support team will update the details instead of creating a new one. This ensures continuity and avoids duplicates. Updated profiles will receive an email with an activation or password reset link for seamless access.
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.
When an agent changes affiliations, ensure their profile reflects the updated agency details immediately. Remove old branding and logos to maintain accuracy. Agents are also encouraged to verify their public profile post-update to confirm that changes are fully applied.
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.
To confirm all updates are accurately reflected, utilize the public profile view feature. This allows agents to identify any discrepancies or incomplete updates and rectify them promptly.
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.
