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Multi-User Accounts - Manage Users
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Detailed information about the Manage Users section within the IDX Control Panel
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There were 13 articles found in this category:
 Round-Robin and Other Contact Routing Options
Contact Routing options are available in Office (Multi-User) accounts under Lead Management -> Contact Routing. Round Robin Contact Routing Once you have selected a limited group of Agents, or all Agents, choose Round Robin contact routing. This will route leads to your Agents either by alph ...
- Roster Page for Office Accounts
Each Office Account in IDX Broker includes a roster. The link to the roster page is located in the IDX control panel under Account Management -> Page Links. Your agent roster page is a dynamic page that displays all of the agents listed within the Manage Users area of your IDX control panel. ...
- Add Featured Listings to an Agent's Bio
To add featured listings to an Agent's Bio page, simply add their MLS ID# to the Agent Bio itself. Click the Manage Users/Offices tab. Click on an Agent's name, or create a new Agent Bio by clicking Add New User. Halfway down the page there is a field called MLS Membership ID. This ID field i ...
- Provide Your Agents with Login Information
IDX Broker gives your agents an easy way to login to a limited "agent-level" version of the IDX control panel where they can manage their own leads and listings. You can educate your agents by becoming familiar with what your agents will see when they login to IDX Broker. Simply login as an Agen ...
- Bio Page Limits
Office and Team accounts may add as many Bio pages as are allowed by the maximum number of users allowed on the account. For instance, a Team account is limited to two Bio pages, regardless of whether the Bio is for an Agent with a valid MLS ID, or for a Staff member with no MLS ID. If you need ...
- User/Agent Bio Link Settings
The Agent Link Settings feature is located in the Manage Users/Offices -> Manage Users section of the IDX Control Panel. This feature gives the admin on a multi-user IDX account the ability to control the individual link preferences of each agent on the company roster. The Redirect to Pers ...
- Agent Name Search on Roster Page
You can display a small Agent Search form at the top and bottom of your Roster Page. For large offices with several locations, it may be difficult to locate a specific agent's bio page. In this case, the Agent Search feature may be useful. You can turn this feature on by going to My Preferences ...
- Export Agents
Multi-user Office accounts may export a list of Agents. Take the following steps to download a .csv (comma separated values) file with information about every user on your account: Go to Manage Users/Offices --> Export Users. If presented with an option to open or save, select Save to D ...
- Manage Users
With an Office (Multi-User) account, you have the option to set up your agents as staff as users on your account. If you have not set up your agents as users on your account, you can find instructions on how to do that here. After you have added users to your account, you can go to Manage User ...
- Multi-User Accounts
A multi-user account will accommodate agents who work in teams and offices employing two or more agents. The primary benefit of a multi-user account is the ability to combine the featured listings of several agents on one website. Multi-user accounts also provide offices with several additional ...
- Manage Agent Bio
This topic applies only to secondary Multi-User Office Accounts. Agent bio pages can be managed under Manage Users/Offices -> Manage Users in the IDX control panel. Simply click on an agent's name to bring up their bio page settings. If you have not yet added agents to your account, you and ...
- Uploading Agent Bio Photos
Many offices make use of IDX Broker's roster and bio pages. One way to customize your Agent bio pages is to upload a photo for each agent. One issue you may run into when uploading agent photos is that your photo may appear much larger than the content area allowed on the bio page. This is becau ...
- Agent Permissions
The User Permissions feature of your IDX Broker Office account can help you limit the items that certain Agents can and cannot do while logged into their IDX Broker account. Click on an Agent Bio page link under the User Management Tab to view the User Permissions. Below, we'll go over each pre ...
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