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Employees

Employees who are neither Agents nor Brokers (such as office administrators) can be added as users. Employees do not have access to the Lead Management component of the system. If you choose to display Employee profiles on your website, they will be displayed on the Office page for the office they are assigned to , not the Agents page. To create an Employee profile, follow these steps:

  1. Click on the “Office Tools” tab

  2. Click on the “Employees” sub item

  3. Click on “Add Employee” in the upper right of the list of active users

  4. Fill out the user profile with as much information as you wish to display; at a minimum you must enter a first and last name, email address, and password

  5. Click “Create Employee” to save the profile

**If you do not want to display the employee profile on your site, uncheck the “display bio” box.

Access Levels:

Employee – An employee has access to their profile and can be granted blogging access if desired.

Admin – An Admin, or site administrator, has access to their profile, blogging (if granted access), task & event management, site Settings, CMS use, as well as access to all of the leads on the site. The Admin will have all of the access that a Broker would, except for the ability to have leads assigned to them.