This document takes you through how agent accounts are set up.
Video Tutorial:
User Guide:
How to get to the agent settings
In the top right corner there will be your name. If you click on where it says your name, there will be a drop down that will show multiple options. Click Agents and it will open the agent settings page showing all the accounts that are in the account.
Most of the accounts present will automatically feed over from your CRM from when you started using iRealty or added when the agent was added to your CRM.
What does this page show:
This page includes the number Properties and Subscribers that are under that agent and will allow you to edit their information or remove the account via the Pencil to edit information and the red bin to remove the agent. When removing the agent you should remove the subscribers and properties by reassigning them either in your CRM or in iRealty. That can be done in the subscribers page.
Adding a new agent:
When adding an agent into the account, please make sure that their information has not already fed through via the integration. You can check this by using the search bar to find them. If there information isn’t there then select add agent and add their information and an image of them if you would like to add one.
When all the information you would like to add is entered, click save agent to create their account. You can create a login but you will need to contact support for password creation as we will need to email a reset/create password link for that agent to use to then log in. The only details that must be added is the agent's name and their email address so that the campaigns can use that information if needed.
Editing an agents information:
By clicking the pencil box on the right of the agents profile, you will open their account page. This information can be changed to match your needs. You can also add an image of the agent via the image circle that is there (This one shows the initials as no image has been added).
You can change the agents first and last name as well as their email address, their role in the team and any extra information that you would like to add. They can also add their social media pages which will link to the page. This information is used when the agent card is used in the campaign sections and will add the title, email, first and last name, any social media through their buttons and which office they are from. This can be useful in adding necessary information into the campaign without overwhelming your subscriber.
The red outlined box below shows the agents current restrictions. These can be used for your team members and when activated only allows them to interact with their own content. This is useful when you want agents to only send to their subscribers and use their properties. For the account to be active the top box in the account access must be ticked. The second box is for those in manager/administration roles who look after other agents and they will be able to see all information in the account.
Once you are happy with the changes, click save changes. If you wish to update the login details you will need to have the previous login details which includes the password used, to then change the login details for that agent.
The properties and subscribers are influenced directly from the CRM and any updates that occur there.
Need Help?
If you have questions about agent account settings, contact:
📞 1300 855 982