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System User Management
Navigate to the Manage Users Panel. Add [/admin/users ] to end of your URL after .com
ALERT!
Requires System admin permission to access the manage users panel
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ADD A NEW SYSTEM ADMIN USER
To create a new System Admin User, click on 'New User'.
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PROVIDE INFORMATION
Next, enter the First Name, Last Name, and Email Address of the New System Admin User.
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SELECT ASSISTANT
Next, under 'type,' select "Assistant."
Note: The system displays only the "Assistant" option, as this is the role with the lowest-level permissions. Changing these is simple, and will be covered shortly.
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SUBMIT
Once finished, click "Submit" to be taken back to the System Users roster.
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Click "OK"
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LOCATE USER TO UPDATE PERMISSIONS
Search name of new user to shorten the list that appears, if necessary.
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UPDATING PERMISSION LEVELS
Based on the appropriate permission level of the New System User, their role can now be updated by clicking on the "people-icon" located on their corresponding row.
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SELECT PERMISSION LEVEL
Now, select the appropriate permission level.
Note that "Commissions" and "Accounting" permissions are located under "Admin," and if applicable, must be checked. Once finished, click "OK."
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Click "OK"
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ASSIGN PASSWORD
On the 'Manage Users' page, locate the user and click 'Reset Password'.
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ASSIGN PASSWORD
Here, you have the option to either assign a password or have the system randomly generate a password for the user. Either way, it is always a good idea to send the Welcome Email so the user has a link to log in.
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ASSISTANT ROLES & ASSIGNING AGENTS
For Users who will serve as Assistants to an Agent (or multiple Agents), you can now assign the corresponding account(s).
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SETTINGS ICON
Notice that a 'cog-wheel icon' will display for users with the 'Assistant' permission. Click this to assign Agents that the Assistant will work with.
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ASSIGN AGENT(S)
Next, either click to select or begin typing the name of the Agent that the Assistant will support.
Once finished, click "OK."
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Click "OK"
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DEACTIVATING SYSTEM USERS
Deactivating a System User of any permission level is simple, and is completed on the System User roster view.
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DEACTIVATE USER
To deactivate a System User, locate their row, and click on the "power button" icon.
With just one click, the user will become deactivated.
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DASH USERS ONLY: PLEASE READ!
If you have already added a User in DASH (either Admin or Agent role), but have not added the User in your Brokerage Engine System OR the new User added in DASH has not yet syndicated, you will utilize the “Create Staff Account” option located in the dropdown menu next to “New User.”
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