In AFrame, you have two types of team member profiles to choose from: Standard Users and Managed Agents. Each type is designed to meet different needs depending on how your team works and who requires access to the system. Standard Users are full-access, billable profiles ideal for team members who need to log in and manage data, while Managed Agents are free profiles that provide tracking and reporting capabilities without login access.

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Team Member Profiles



Standard Users

Standard Users are billable team members with full access to log in and manage data within AFrame. You can customize each standard user with multiple roles and permissions to match their responsibilities. Pricing is billed monthly per standard user, and your total monthly cost automatically adjusts based on the number of users in your account, providing flexible and predictable pricing as your team grows.


Managed Agents

Managed Agents are free users who cannot log in to the system, but they allow you to track transactions and run reports for each. Additionally, the managed agents can access their agent portal to view their transactions if you choose to use this feature. These users are ideal for independent transaction coordinators who manage multiple agents that do not require login access. They are also useful for agent teams that might have agents that they want to track, but do not need the ability to log in.


View in AFrame: Admin > Team Members
Related Articles: Subscription Billing, FAQ :: Add Team Members, FAQ :: Removing Team Members

Features



Email Signatures

Each profile in your account can have multiple email signatures to choose from. This is great for those who want custom signatures for each Managed Agent, or if you have integrated more than one email in your account, each needing different signatures.


Related Articles: Email Signatures



Login Settings

You can manage login credentials for standard users, including setting or changing usernames and passwords, auto-generating a new password, requiring a password reset on next login, and emailing credentials to the user. Managed agents do not have login access, but they can be selected in dropdowns and assigned to transactions. 


Tip: You can covert the profile to the other profile type by opening the login credentials and toggling the profile type selection at the top of the edit modal.



Contact Information

You can upload a profile picture and logo, set their time zone, enter commission details, and access their contact detail page to add or update their personal and professional information.



Permissions (Standard Users Only)

Permissions allow you to control what a standard user can see and manage in AFrame. Since only standard users log in and work directly in the system, permissions let you tailor access based on each user.


Admin Permissions

  • Owner - this permission is automatically given to the user who opened the account. This cannot be changed unless a special request is made to AFrame Support.
  • Power User - this permission gives the user full access to all parts of the account (same as "Owner")


Other Permissions

  • Export - May export Contacts & Transactions
  • Delete - May delete Contacts & Transactions
  • Edit Commissions - May view/edit commission for Transactions
  • Edit Templates - May view/edit/delete Attachment, Task, Email, & Field Definition Templates
  • Access Accounts & Billing - Can add/delete users and modify billing information
  • Isolation - Only view/edit owned Contacts and Transactions they are assigned to


Related Articles: Subscription Billing, Templates, FAQ :: Isolation Mode



Roles

You can assign roles to each user, which essentially tells AFrame which dropdowns each user should appear in when adding a Transaction. You can add one or both roles to a single standard user.

  • Agent - user may be assigned as the Primary Agent or Co-Agent in a transaction
  • TC/Assistant - user may be assigned as one of the two TC/Assistants in a transaction



Portal/Notifications

Portal Access

The agent portal capability will need to be toggled on, and their specific URL sent to the agent to gain access to their portal. Inside their portal, they will have view access to their transactions and the respective data within each transaction.


Email Subscriptions

The 2 options for email summaries are: daily & weekly. You can turn on both, none, or a certain choice. Additionally, the contact dates can be included.


Reminders 

The 2 options for reminders are: email & text. Standard Users will automatically get reminders in the app and notifications icon directly in AFrame. 


Calendar Feed (Managed Agents Only)

Allow Managed Agents to see updated transaction and contact touch dates in their calendar program like: Google Calendar, Apple iCloud, or Microsoft Outlook. Standard Users will automatically have a calendar feed created when they integrate their email into their profile.


Related Articles: Agent Portal, Daily/Weekly Summary Emails, Reminders, AFrame Calendar Feed



Relationship Ratings

When creating a contact and giving them a relationship rating owned by this user, it will use the auto-prospecting schedule settings per the contact given. This is the rate at which the contact will populate in your prospecting contact list, alerting you that it is time to make a contact touch.


Related Articles: Prospecting


Need help? We're here for you! Email us at Support@AFrameSoftware.com or use the ? icon in the top right of your AFrame account to submit a help request form.