Step 1: Click “Our Agents and Staff” from the Profile dropdown.

From here, you will see the user’s name, role, MLS ID and name, office ID and sign in status. There is also a link under the search bar to apply a filter for missing email addresses

Search by name, agent ID or office ID in the search bar at the top of the page. You can also sort by first or last name by using the “Sort by” feature below the search bar.

Click the three dots next to the user’s sign in status to to update preferences, resend credentials, contact the agent, or to disable access.

Use the “Filter” feature, located below the search bar, to filter by users who are missing an email address or by the user’s listing source status, role or sign in status.

Viewing and Managing User Information

Modifying User Information

To access user information, click on the agent's profile. Modify any details by clicking the “Edit” button.

To modify the user’s profile picture, click on the pencil icon located next to the current profile picture.

Setting a Primary Profile

Setting a primary profile allows you to designate which MLS information will be prioritized and displayed in their listings, if the agent has linked multiple MLS’s within their profile. To designate a profile as primary or remove a profile, click on the three dots located next to the Information Source and choose the desired action.

Updating Profile Sign-In Status

Click the Security tab within the user profile to view the username and the date of the last password update.

Below this information, you can disable or enable the user's account by clicking on the "Edit" button and choosing your desired action. If a user’s account is disabled, they will be unable to log into their account.

The “Disable sign in” option is also available by clicking the three dots next to the user’s sign in status. Within the menu you can update preferences, resend credentials, as well as contact the agent.

Updating a User’s Role

Click the Security tab within the user profile. Then click “Edit” next to the Role section. Select the desired role from the dropdown menu.

Creating a User

Click “Our Agents and Staff” from the Profile dropdown. Then click “Add User” located below the search bar.

Enter the user information, select their desired role, and click “Add.”

Resending Credentials, Enabling and Disabling Users in Bulk

Step 1: Click on the checkbox next to the names of the users you want to enable.

Step 2: Click "Select Action" to resend a user’s login credentials and enable or disable sign in.