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Import & Activate user from Dash Profile
Brokerage Engine
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23 seconds
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Navigate to Manage Users Panel
Navigate to Manage Users Panel
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Alert!\ Requires Admin Permission to access the manage users panel
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Click "Toggle Dropdown" on new user button
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Click "Create Staff Account"
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Search dash user name in dropdown list
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Alert! Although it says 'Staff Account', a sales role in dash can also be imported in through the create staff account function
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Click "Agent"
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Set if an agent or admin profile from dash
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Check if wanting to have welcome email with credentials sent to user
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Alert! System notifications must be enabled for a welcome email to go out. If not, you will need to create a custom password and send to user
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Click here for system to generate random password in welcome email
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Click here to manually create user password
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Click "Submit"
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Click "OK"
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