Add New User

This procedure is to add new Admin or assistant users. This is NOT how to enter new agents. New agents should be added through the new agent button on active agent roster page

Brokerage Engine
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16 steps
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30 seconds

Navigate to the Manage Users Panel. Add [ /admin/users ] to end of your URL after .com

Heads Up! Requires System admin permission to access the manage users panel

Click "New User"

Enter the first name, last name, and email address the user will use to login to system.

You will only be able to select 'Assistant' in type field when first creating a new profile

Click "Submit"

Click "OK"

Search name of new user

Click here to update permissions

Select the desired permission level

Click "OK"

Click here to set or reset password

Heads Up! You have option to create password for user or have system randomize a password. You also have choice if you want system to send a welcome email to new user with credentials

Click here.

Click here to randomize a password

Click here if wanting a welcome email to go out.

Click submit when done.