How to Add & Delete Users 🎥

2 min read | This article is for *Administrators*
Getting There: Admin tab → Manage Users

OVERVIEW

The BrokerBay platform offers a range of automated tools to facilitate user account management. However, the administration of user accounts is ultimately the responsibility of each brokerage's admin staff. This includes creating new user accounts and deleting obsolete ones.

This article will provide instructions for adding and deleting user accounts.

IN THIS ARTICLE

• How to Create an Account for a New User
• How to Delete Users
• Troubleshooting & FAQs

How to Create an Account for a New User

How to Add Licensed Agents:

1. Navigate to the Admin tab → Manage Users
2. Click
3. Input the agent's information (be sure to confirm that their Member ID & corresponding board are correct)
4. Save

How to Add Administrators / Staff:

1. Navigate to the Admin tab → Manage Users
2. Click
3. Input the admin's information and select their role according to the permissions they should have (Global, Branch, Team or Manager)
4. If the administrator is also a licensed agent, follow the steps below:
   a) Ensure that you select Licensed in the License Type dropdown menu.
   b) Select Salesperson in the Title dropdown menu.
   c) Enter their Member ID & corresponding board.
   
5. Save
   

How to Delete Users

1. Navigate to the Admin tab → Manage Users
2. Click the '...' elipses and *Delete User
   *Note: Deleted accounts cannot be restored. Deleting a user will move their account to the Deleted tab. BrokerBay keeps deleted users archived in case administrators need access to their information in the future. 
   

TROUBLESHOOTING & FAQs

Why is the Save Changes button greyed out?

These buttons will remain greyed out until all mandatory profile fields have been filled. Ensure that all user information has been entered, using "-" to fill in unneeded mandatory fields.

What is a primary board?

The board that the agent primarily uses to list properties and book showings. If an agent is only a member of one board, then that board is their primary one. If an agent is a member of multiple boards, their primary board is the one they most often use to conduct business.

What does it mean when an agent is Unverified?

You will see the below warning displayed on an agent's profile if that agent is unverified.

An agent can be unverified for a variety of reasons, including:

• The agent's Member ID or board is incorrect in their profile.
• The agent's license is currently parked.
• The agent belongs to an office that has not yet been added to your listing feed.
• (For TRREB agents) The DLA associated with that office has lapsed.

If you have confirmed that the above scenarios don't apply to this agent, Submit a Request for further assistance.

Explore More:

• Editing Teams and Adding Team Administrators/Agent Assistants
• Understanding User Statuses
• Why Am I Unverified?