How to Add/Remove an Agent From Your Agent Directory

This article will guide you on adding or removing an agent from your team's agent directory.

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1 - Navigate to "Team" tab:

• Click on "Team" to manage your team agents.

2 - Click on "+ New Agent" to add a new agent:

• Note: For steps on removing agents, skip to step 8.

3 - Fill out the required information in the Basic tab:

• A. Photo: Add a photo for agent.
• B. Active: This field may be useful if you are entering information for someone who hasn't yet joined your organization or has temporarily left it. It may be more convenient then deleting and re-creating the record.
• C. Can be Featured Online: An agent can be featured on the website. Uncheck this if you would like to never feature this person; as may be appropriate for supporting and managerial staff.
• D. Title: Add a title for the name of the agent.
• E. Name: (Required First & Last) Add a name for the agent.
• F. Email: (Required) Add an email for the agent.
• G. Phone: (Requires at least one) Add a phone, or multiple phone numbers for the agent.
• H. Type: Specify what type of role agent has.
• I. Ext. Type: "Extended Type" can be used to add additional information to the type of the record; e.g. if the Type was set as "Licensed Assistant", the Extended Type can be set to "The Johnson Team"
• J. Office: Select which office agent is working at (only used for team with multiple offices).
• K. Real Estate ID: Real Estate Board ID should be filled in regions with automatic listing imports. This ID will make it possible to automatically show agent's listings.
• L. Website: Link to the agents personal website.
• M. Custom Agent URL: This unique value will be used for the URL of the agent details page and indexed by search engines. For example: https://mybrokerage.com/agents.html/JOHN-APPLESEED
• M. CREATE RECORD: Once all the required fields are filled, you can click this to save your new agent.

4 - Fill out additional information in the "Extended" tab (optional):

• A. Categories: Categories can be created by freely typing the new category and selecting "Add...", or click the drop down to see previously used categories.
• A. Languages: Languages may be selected or created by freely typing and selecting "Add..."
• A. Notes: This field can be used for any private notes regarding this record. They are NEVER shown publicly.

5 - Add a biography in the "Biography" tab (optional):

6 - Add any social links to the "Social" tab (optional):

7 - Setup new agent with Intranet Access (optional):

• Note: You will need to setup a new website as Intranet to use this feature.

• A. Enable Intranet Access: Allow this person to access intranet website.
• A. Username: This person's email should be used as the username to access intranet.
• A. Password: You can either set the password here or let the user set it themselves via an email system below.
• A. Service Tiers: Select whether to include in online directory, or be hidden with access to intranet.

8 - To delete an Agent, click on the desired Agent:

9 - Click on the "MORE.." Button in the bottom left corner:

10 - Click on "DELETE RECORD" from the list of options:

11 - Confirm deletion in the popup prompt: