How to Edit an Agent's Profile or Notifications

3 min read | This article is for *Administrators*

Getting There: Admin tab → Manage Users tool

OVERVIEW

In BrokerBay, Brokerage Administrators can modify an agent's profile and account settings.

Administrators have access to the Manage Users tool, where they can edit each agent's BrokerBay account. They have permission to add front desk instructions, help agents with their login credentials, set notification preferences, and set default showing instructions.

IN THIS ARTICLE

• Agent Username Email and Password Changes
• Agent Front Desk Instructions
• Agent Listing Settings
• Agent Notification Preferences

Agent Username Email and Password Changes

As an administrator, you can assist agents with resetting their password by providing them with a password reset link via email. The password reset link will be sent to the agent's email address on file with BrokerBay.

You can also help agents change their BrokerBay email which serves as their login credential username but also serves as the email address where notifications are delivered to.

*Note: BrokerBay account username emails are pulled from agents’ MLS profiles. As best practice adjusting agents’ emails on the MLS level before changing their BrokerBay email is advised. Also, there can only be one email on file for an agent, and it must be unique to that user.

Agent Front Desk Instructions

When it comes to managing messages from the Front Desk, this is the section where you can specify how an agent handles them. You will be able to view the information that the agent has provided to you as an administrator when you send them a message through the Chat tool.

Forward Office Messages

Enable forwarding for agents who need a partner or assistant copied on all of the messages you manually send to them. This functions as a “cc” so both the agent and the CC'd user(s) will receive the message. You can set up message forwarding to go on indefinitely or input a start and end date.

Notes for Front Desk

These notes are easily visible to the Front Desk when sending the agent a chat message.

Agent Listing Settings

This page controls the default settings and preferences for that agent's listings. An agent can enable/disable feedback collection en masse, choose whether to be notified when new listing feedback is submitted and decide if they want to be notified a week before their listing is set to expire.

Showing Configurations

If there is another agent or admin who needs to be added as a listing contact to all of the agent's listings, you can set this up here.

Click + Add Contact and search for the user. Set the default listing contact’s confirm/deny permissions and subscribed notifications.

As a final step, you’ll be prompted to either add this contact to all new and existing listings, or only new listings.

Agent Notification Settings

As best practice, have agents personalize their own notification preferences guided by How Do I Change My Notification Settings?

Should they require your assistance, accessing their profile from the Manage Users tool, click the Notification Settings tab.

Here you can adjust how the agent will receive showing updates, chat message notifications, and which brokerage (subscribed branches) notifications are received.