Add an Existing User to an Office for Office Admins

Grant an Existing User Access to Multiple Offices in Your Brokerage

As an Office Administrator, you will be able to add an existing user to any office that you have access to. This feature is only available to those who have access to Disclosures.io as an Office Administrator. 

If you are Brokerage Administrator you can add a user to any office. For more information check out this help article: Add an Existing User to an Office for Brokerage Administrators 

How It’s Done

Step 1- Log into Disclosures.io

Step 2- Navigate to Brokerage Dashboard

Click on your name in the top right hand corner and select your brokerage name. If you do not see your brokerage name this means you do not have access to the brokerage account as an Administrator. EU_BA00

Step 3- Members

In your Dashboard under the Members tab there will be a list of all of the users in the offices that you have access to. There is a search bar on the right-hand side of your screen that you can use to search for an existing user. When you find the user click on the “Edit” button next to their name.Screen Shot 2020-04-09 at 4.09.59 PM

Then select the “Add User To Office” button.Screen Shot 2020-04-09 at 4.10.45 PM

Step 3- Add User Information

When adding a user to another office select the name of the office and indicate what role they should have in that office. Once both fields are updated click the “Create Member” button.Screen Shot 2020-04-09 at 4.11.57 PM

Step 4- Review User Information

When a user is added to another office you will be able to see the status of the invite for each office. You will also have the ability to edit their role and can remove them from an office if needed.Screen Shot 2020-04-09 at 4.12.32 PM

FAQ

Q: I need to add multiple users to an office. Can I bulk import users?

  • A: If there is a large number of users that need to be added to multiple offices please reach out to support@disclosures.io for assistance. 

Q: Can I edit the users information after I've invited them?

  • A: Yes, you can do this by navigating to the members tab in the dashboard and selecting the edit option next to the user's name.

Q: How long does it take for brokerage members to get access to the Pro Features?

  • A: Once a user accepts the brokerage invitation they will have access to the Pro Features.