Add or Remove Agents to your Team or Office Profile

In order to manage your team or office profile, including adding or removing agents, you will need to have Admin Access. Granting admin access also enables leasing team members to manage rental listings and other administrative tasks.

Admins have control over office profiles and team management, but must obtain explicit approval to access an individual agent's profile.

Add or remove agents from the platform.
Access and manage agent profiles directly.- Manage rental team members, including adding Business Development Managers and updating their details.

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 afterwards.

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.

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. For rental team members, navigate to the Rental Team Members section and follow the same search process.

To Invite an Agent

Step 1: Log in to your Office's 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. Agents can also be searched using their Agent ID, if available.

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 adding a new member requires upgrading your subscription, prorated charges will apply based on the remaining period of your current billing cycle.

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.

The agent's name
The agent's contact number
The agent's email address
The office you want to add them to- Specify if the agent is part of the rental team or a Business Development Manager.

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 Agent Admin Access 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.

See guide here on how to request agent admin access.

If the agent you're searching for doesn't appear, it is likely because they don't have a RateMyAgent profile. To address this, the Support team can create a profile on their behalf upon receiving their details. After creation, the agent must activate their profile through a claim 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.

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

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.

What are the costs of adding agents to the office profile?

A. Adding agents is free for offices on a free subscription. For those on a paid plan, the cost per sales agent is determined by your specific subscription package. For detailed pricing, please contact our Support Team. They will notify your Account Manager, who will reach out to discuss your plan.

Accessing your Team or Office