How to create and manage users?

Learn how to create new users and groups in this article and check out the steps to manage permissions:

Creating new users:

1. Access the area User - New.

2. Define a username and User Group:

3. Add personal data, social networks and photo:

4. Insert a description and make translations:

5. Configure the user type, select the agency to associate the user with, set/change the password, and define the recruiter and team leader:

Notes:

The following user types are currently available:

Broker - for those who will be responsible for acquiring new properties for the agency's property portfolio.

Telemarketer - for those who will be responsible for qualifying new sales leads.

Salesman - for users responsible for property sales processes.

When setting up a new user, if you check the option “Block from portals”, all the properties of this agent, even those indicated in the area “Portal Selection”, will not be exported to any real estate portal.

If you want this new user to access leads, contacts, and properties of an existing user, you should select the option “Inherit”. Then, choose the agent from which you want the information to be transferred.

Select a color for the new user. This way, an event scheduled for him/her will be available in the calendar (in the Dashboard area) highlighted with the defined color.

Mark the option “Visible on Website” to make the information of this new agent available on your website.

6. Set personal goals for listings and sales: