How it works

Creating Admins to manage broker properties

For brokers/agents with Admins that manage their properties, contacts, transactions, and send email campaigns

June 02, 2020

Follow these steps to create Admin users that have access to add/edit properties, contacts and other associated team member data and content.

Step 1: Goto - Setting / Admin Users (left side navigation)

Step 2: From 'Admin Users' click the "New Admin User" button in the top-right corner.

Step 3: From the 'New Admin User' page select, enter and save the following:

  • Type: AdminTeamMember
  • First Name
  • Last Name
  • Email: This email will be used for login as well as will be sent property inquiry, share and requests for CA Access email notifications.
  • Password and Password confirmation
  • IMPORTANT - Team Members: In this section, click the 'Add New Admin User team member' and add the team members associated with this admin. This is how permission access is created for associated properties, contacts, etc is created.