How to Add & Delete Users 🎥

This article is for *administrators* 

Getting There: Admin tab → Manage Users → "+ Add User" / "Delete User"

OVERVIEW

While our platform has a host of automated tools to help, the management of user accounts within the BrokerBay platform is a responsibility handled by each brokerage's admin staff. This includes adding new users and deleting obsolete users.

This article will explain how to add new user accounts from scratch and delete user accounts that are no longer needed.

IN THIS ARTICLE

How to create an account for a new user

How to delete a user's account

Troubleshooting & FAQs

HOW-TO

Creating an account for a new user

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

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, or Team)
4. If the administrator is also a licensed agent, ensure that you select "Also licensed agent" below the Role dropdown and enter their board & member ID accordingly
   
   
   
   
5. Save
   

Related Articles:
Adding Teams and Team Administrators / Agent Assistants

How to delete a user's account

When an agent or admin leaves your brokerage, you will have to delete their user account.

1. Navigate to the Admin tab → Manage Users
2. Click "Delete User" in the dropdown menu next to the user's name.

This will move their account to the Deleted tab. BrokerBay keeps deleted users archived in case administrators need access to their information in the future—however, deleted accounts cannot be restored.

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 unneeded mandatory fields, and the button should become interactive.

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, please reach out to [e-mail] for assistance!

Related articles
Understanding User Statuses
Why Am I Unverified?