Roles within a Brokerage Account 

What information is accessible for each role?

This article will go over the 4 different roles in a brokerage account and what capabilities each role possesses: 

  • Brokerage Administrator
  • Office Administrator
  • Assistant
  • Member

Brokerage AdminThe Brokerage Administrator is the main point of contact in a brokerage. These users will have the ability to create an office within a brokerage, add and remove users from an office, can access the brokerage dashboard, and will be able to generate user and listing reports. 

Brokerage Administrators would need to be invited to an office in the brokerage account before they are able to navigate into an agent's account.


Office Admin

The Office Administrator role is intended for Office Managers or Administrators. These users will have the ability to add and remove users from the office, navigate into member accounts, have access to the brokerage dashboard, add users to an office, and generate user + listing reports for any office.

Office Administrators do not have access to the following features:

  • They cannot create an office in the brokerage account.
  • The brokerage dashboard and option to generate reports is not available.

๐Ÿ”Ž Resources for Office Administrators


Assistant

The Assistant role was created for In-House Transaction Coordinators, File Reviewers, or Marketing Coordinators. When added to an office or brokerage, these users will have the ability to navigate into member accounts. They can create and manage disclosure packages and will have access to pro features.

Brokerage Assistants do not have access to the following features:

  • They cannot create an office in the brokerage account.
  • They do not have the ability to add or remove anyone from the brokerage account. 
  • The brokerage dashboard and option to generate reports is not available.

๐Ÿ”Ž Resources for Assistants 


Member

The Member role is for agents. These users will only be able to access information in their own accounts. They have the ability to create, share, and manage disclosure packages; and will have access to all pro features.

Brokerage Members do not have access to the following features:

  • They cannot navigate to another memberโ€™s account.
  • They do not have the ability to add or remove anyone from the brokerage account. 
  • The brokerage dashboard and option to generate reports is not available.

๐Ÿ”Ž Resources for Members


FAQ

Q: If an agent joins the brokerage as an office manager or office assistant can I add them to the brokerage account?

  • A: Yes, when an agent joins an office or brokerage as an office manager you will be able to add them to the account. This help article will show you how to get that done: Add a User to Your Brokerage Account.

Q: How do I generate a User or Listing Report?

  • A: To generate reports you will need access as a Brokerage Admin or Office Admin. This help article will show you how to generate reports: [Link to Article].

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

  • A: Yes, you can do this by selecting the edit option next to the user's name, enter the updated information as needed, and then hit the Update User button. 

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.