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Manage your team from your business account
We are excited to announce that from now on you will be able to manage your team from the inside of your business account.
Add/edit your agents
When you are logged in as an admin you will see your name in the upright corner of the screen. In the dropdown menu - click on the “Team” section, and it will take you to your agent's control panel.
In this section you will see all the team-members of this account and can easily edit them.
You can add a new agent manually by clicking the green button “Add team member,” filling in their name and contact details, and uploading their picture.
Note that we keep the phone number optional in case you prefer all calls to be delivered to your general number.
After filling all the relevant information please make sure to save the changes.
Right after creating an agent, their account remains inactive.
To activate your agent's access to their profile and allow them to manage their listings, simply click on the Email symbol to send them an activation letter. Once they receive the email, they will have access to their agent's account. However, they will only be able to view and modify their own listings, and will not have access to other agents' listings. Only the admin has the authority to modify listings of other agents.
If you want to give admin access to an existing agent so they can manage the entire profile, you can do so by using the activation toggle. Please note that this can only be done with an existing agent. First, you will need to create an agent profile, save and close it, and then return to edit and activate as an admin.
If you want to remove an agent from your team, click on their profile to edit and scroll down to find the "Remove agent" option.
After adding the agent to your team, you are free to assign them the listings they are responsible for.
Lastly, you can apply email settings to all team accounts.
You have the opportunity to choose wether you'd like to receive all leads only on one general email, or also send them to your agents. As an admin, you can allow (or not) your agents to create new listings, edit/(un)publish listings that are assigned to them, and check the statistics for the whole office.
We hope this information will help you to manage your account and your team more effectively.
If you would like to learn how to manually assign a listing to a particular agent, please refer to this article.
In case you have any questions feel free to contact us on support@jamesedition.com