Import & Activate user from Dash Profile
- Brokerage Engine |
- 10 steps |
- 23 seconds
Navigate to Manage Users Panel
Alert!\
Requires Admin Permission to access the manage users panel
1
Click "Toggle Dropdown" on new user button
2
Click "Create Staff Account"
3
Search dash user name in dropdown list
Alert!
Although it says 'Staff Account', a sales role in dash can also be imported in through the create staff account function
4
Click "Agent"
5
Set if an agent or admin profile from dash
6
Check if wanting to have welcome email with credentials sent to user
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
7
Click here for system to generate random password in welcome email
8
Click here to manually create user password
9
Click "Submit"
10
Click "OK"
