Adding an agent or user is a two-step process. On the first page you enter their general information, access details, and contact information. On the second page you upload their photo and add their bio. Once they are on your roster, the agent can sign in to their own account and update their photo and bio themselves. Depending on the privileges you grant, they can also manage their listings, contacts, and even your website design.

Permission required: Admin.

Add an agent or user

1. Open the Team menu and choose Add User/Agent.
2. On the Add User/Agent step 1 of 2 page, fill in the General Information section:
   1. Enter the First Name and Last Name (both required).
   2. If your account has more than one office, choose the Office this person belongs to.
   3. Optionally add a Title/Position and a Short Description (up to 255 characters).
   4. Choose a Country, then enter the Address, City, State/Province, and Zip.
3. In the Access Information section:
   1. Enter the person's Email. They will receive a temporary password by email and will be asked to set a new password the first time they sign in.
   2. Choose their Privileges. Select Admin to grant access to all Admin Control Panel functions, or Basic for limited access. With Basic you can add individual permissions using the check boxes: Listings (add and edit their own listings), Design (edit the office website design), and Contacts (add and edit their own contacts).
   3. Set Display in Directory and Display in Contact Card modules to control where this person appears on your website.

   The account Owner always has Admin and Owner privileges. To list the Owner on your directory page, add a separate agent record for that person using a different email address.

4. In the Contact Information section, enter the Website, Phone, Fax, Mobile Phone, and Pager, then click Save and Continue.
5. On the Add User/Agent step 2 of 2 page:
   1. Use the photo uploader to choose and upload the person's photo.
   2. Add their bio in the text editor, then click Save and Continue. For help with the editor, see the Text Editor guide.