Managing Agents
Keep your team roster current and give agents the access they need.
Adding New Agents
Section titled “Adding New Agents”To invite a new agent:
- Navigate to Team → Agents
- Click Invite Agent
- Enter their email address
- Select their role and permissions
- Send the invitation
The agent will receive an email to complete their registration.
Agent Permissions
Section titled “Agent Permissions”Assign appropriate access levels:
- Standard Agent — Personal listings and leads
- Team Lead — View team metrics
- Office Manager — Administrative access
Agent Profiles
Section titled “Agent Profiles”Review and approve agent information:
- Professional photos
- Biographical information
- Contact details
- Specializations
Deactivating Agents
Section titled “Deactivating Agents”When an agent leaves:
- Navigate to their profile
- Click Deactivate Account
- Choose what happens to their data:
- Reassign listings to another agent
- Keep historical data
- Archive completely
Compliance Checks
Section titled “Compliance Checks”Ensure agents maintain:
- Current license information
- Accurate contact details
- Professional profile photos
- Complete biographical information