How it works
Create Agent Admin Users
These are the steps for creating Agent Admin users for access to manage properties, comps, contacts, pipeline, activities and confidential document access
March 24, 2020
STEP 1: Navigate to Settings / Admin Users
STEP 2: Click the "New Admin User" button on the top right.
STEP 3: Select and enter the following to create the Agent Admin user:
- Type = AdminTeamMember
- First Name
- Last Name
- Email: IMPORTANT - This will be the username of the Agent Admin User & this will be the email all notifications will be sent to for the admin user.
- Password Confirmation
- Team Member: IMPORTANT - The 'Team Member' must be selected and associated with the Admin account. This is what associates and sets permissions for associated properties, contacts, comps, pipeline, activities & confidential documents.
STEP 4: Click the "Create Admin User" button and the Admin User will be created.
MAKE SURE YOU LOG OUT & TEST THE U/P Before you send to the Agent.