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Additional Logins for Sales Agents

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Question
How do I create login information for my sales agents? What settings can I control for the authorized sales agents I add into my account?

Answer

To input additional logins to your online account, click on the “Property Information” tab.  Click open details for “Authorized Sales agents” and click, “add agent.”  You will be required to enter their name and e-mail address, create a username and password and then enter their current address.   Make sure to click save when you are done. Use this screen to view and update agent passwords. If the agent forgets a username or password, they will be required to get that information from you as the administrator. If using the Connect program, agents will be required to authenticate their identity in order to sign in to their account. Once authenticated in the system, they will be able to send rental application invites.   They may also view other agent applicant files, send an adverse action letter or send e-mails to applicants, based on the settings you determine for your agents. To manage agent settings, go to the “resident e-mail/manage agent settings” under the “Property Information” tab.

 

What settings can I control for the authorized sales agents I add into my account?

To manage available settings for authorized sales agents under your account, visit the Property Information tab under the Resident Email and Agent settings menu. You have the option to allow your agents to use the resident e-mail features from their account. If this is box is not checked, your agents will be unable to send an applicant or resident an e-mail from their own account. You also have the option to allow your agents to view all other agent files. If this box is checked each agent will be able to view applications ordered by all agents under your account in addition to their own.

 


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Article Details
Views: 818 Created on: May 12, 2015
Date updated: May 12, 2015

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