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 and toggling the profile type at the top of the page.



Roles

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


  • Agent - profile may be assigned as the Primary Agent or Co-Agent in a transaction.

  • TC/Assistant - profile may be assigned as one of the two TC/Assistants 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.

  • Calendar Feed - allow Managed Agents to see updated transaction and contact touch dates in their calendar program like: Google Calendar, Apple iCloud, or Microsoft Outlook.

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

Creating A Managed Agent


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


    Open in AFrame: Admin > Team Members


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



  3. (optional) Email the team member their agent portal link and calendar feed instructions using the corresponding email buttons.



Related Articles: FAQ :: Import Managed Agents


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

Removing User

You have two choices for removing a team member: deactivate or delete. We recommend that you deactivate team members rather than delete them.


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

Delete: This completely removes the team member from your account. You must assign everything to an "active" team member 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, as it will reassign tasks, transactions, contact ownership, and item completion tracking to the new team member profile. Instead, we recommend marking the team member as "inactive" to keep the data accurate.



Open in AFrame: Admin > Team Members
Need help? Reach out to our customer support team at Support@AFrameSoftware.com or use our help request form under the ? icon in the top right of your AFrame account.