Import & Activate a User from DASH Profile
10 steps
2 minutes
Brokerageengine
Navigate to Manage Users Panel
Alert!\ Requires Admin Admin + Agent User Management permission to access the manage users panel.
1
Click the "New User" button.
2
Search DASH user name in the dropdown list.
3
Click "Assistant" (steps to change to an agent account are listed below).
4
Click "Custom Password" to create a user password manually.
5
Click "Generate Random Password" for the system to generate a random password in the welcome email.
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 it to the user.
6
Check "Send Welcome Email" if you want to have a Welcome Email with credentials sent to the user.
7
Click "Submit"
8
Click "OK"
Tip! Now we will change the user to have "Agent" permissions.
9
Locate the agent in the manage users panel and click "Update Permission".
10
Click "Agent" then "Ok".
Import & Activate a User from DASH Profile
10 steps
2 minutes
Brokerageengine
Navigate to Manage Users Panel
Alert!\ Requires Admin Admin + Agent User Management permission to access the manage users panel.
1
Click the "New User" button.
2
Search DASH user name in the dropdown list.
3
Click "Assistant" (steps to change to an agent account are listed below).
4
Click "Custom Password" to create a user password manually.
5
Click "Generate Random Password" for the system to generate a random password in the welcome email.
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 it to the user.
6
Check "Send Welcome Email" if you want to have a Welcome Email with credentials sent to the user.
7
Click "Submit"
8
Click "OK"
Tip! Now we will change the user to have "Agent" permissions.
9
Locate the agent in the manage users panel and click "Update Permission".
10
Click "Agent" then "Ok".
