How To Filter By Transaction Company In Users

Agent Service Areas And How To Assign Leads By Service Area

How to Add a New Agent

How To Make Agent Incomplete

How To Make A User Active

  To make a User active, head on to the Users module from Menu. Then, click on the profile of the user you want to make active. Once inside the profile, in the middle panel, under the Details tab > Agent Details, you will see a switch icon which you can toggle to the right...

How To Make A User Inactive

To make a User inactive, head on to the Users module from Menu. Then, click on the profile of the user you want to make inactive. Once inside the profile, in the middle panel, under the Details tab > Agent Details, you will see a switch icon which you can toggle to the left to...

How to Edit User Profile and Profile Overview

How To Resend Welcome Email

  To resend the welcome email that goes out to the Agents when the Admin first makes them active in RealtyBackOffice, read on and we will show you how easy it is to resend the welcome email. All the Admins need to do is go to Menu > Users. In Users, locate the Agent using...

How to Change an Agent’s Password or Send Email

Users – Filters

User Profile Shortcut

  This video will show you a feature allowing the office admin to go from a transaction file into the agent profile. First, go to Menu > Transactions. To use the filters to find your Transaction File go to the upper right corner and click on the inverted pyramid under your name. Then select the...

Agent Is Doing Business As (DBA)

  This is another great enhancement that we added to the User profile. Now, when you are inside a User profile, besides adding the Agent’s first and last name, we have added an additional field called DBA which would allow the Admin to add the Agent’s company name in that field for when the Agent...

How to Add Custom User Tags

Have you ever wanted to be able to assign tags to your agents’ profiles? RealtyBackOffice has just added a new feature that allows you to do so. In the module called Users, the super admin and secondary admins can now create a tag inside an agent’s profile to be able to then filter the agents...

How to Complete User Tasks

How to Add User Notes

How To Insure Admins Can Access Transactions

  To be able to select a user to be a Company Admin, go to the Users module > click on the profile of the User/Agent. Once inside the profile, in the middle panel under Details > Agent Details > scroll down to Admin Details. Once there, check the box that says Select if the...