Adding team members in AFrame is quick and simple, helping you keep everyone connected and organized. Whether you’re bringing on a new agent, assistant, or transaction coordinator, setting them up with access ensures your team can collaborate seamlessly and stay on top of every transaction.
Standard Users are paid users with the ability to log in and change data in the system. You can customize the standard user with multiple roles and/or permissions. The rate is set at a monthly cost per standard user. In this article, we will go over the standard users.
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.
Creating A Team Member
- Open the Team Members Page (Admin > Team Members) and select Create Team Member under the standard user tab. Access to this page is limited to Owners and Power Users.
- Enter all contact information and settings for the user. You will set at the top of the modal if the team member will be a billable standard user or free managed agent profile.
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.
Related Articles: Import Managed Agents