Managed Agents are free users who cannot log in to the system, but they allow you to track transactions and run reports for each. In addition, the managed agents can access their agent portal to view their transactions. 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.

TABLE OF CONTENTS

Features


 

User Information

You will be able to input the user information for each user. The options include: adding a picture, phone number, email, address, company/team name, time zone, license numbers, profile picture, & agent logo.



Login Settings

This user cannot log in to the system, but will be available in dropdown menus and can be assigned to Transactions. You can change the managed agent to a standard user at any time by selecting the login credentials button.



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 more roles to a single managed user.


  • Agent - user may be assigned as the "primary agent" or "co-agent" in a Transaction.

  • Assistant - user may be assigned as an "assistant" in a Transaction. This option typically will not be needed for a managed agent, as they cannot log in to manage data.



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.

Creating A Managed Agent


  1. Open the Team Members Page (Admin > Team Members) and select Create Team Member under the managed agent tab. Access to this page is limited to Owners and Power Users.

  2. Enter all contact information and settings for the user.


    Related Articles: Import Managed Agents


Note: Each user will have their own contact in your database. When editing the contact information of the users, it will open the contact detail page.


Removing User

You have two choices for removing a user: deactivate or delete. We recommend that you deactivate users rather than deleting them.


Deactivate: This will place the user inactive without actually deleting them. This also saves all the data attributed to the user so that reports and statistics remain accurate. For standard users, this will remove them from your monthly billing.

Delete: This completely removes the user from your account. You must assign everything to an "active" user so that data will remain available and accessible in AFrame. This may have adverse effects when you want to run reports and statistics in the future. Instead, we recommend marking the user as "inactive".


You can choose either of the options under Admin > Team Members > Managed Agent > User Name.


Application Link: Admin > Team Members