When a new agent is created in the real estate system or is a new agent at your office, you will need to create an agent profile.
This creation must first be done on the administrative side for the agent to gain access to his account.
Follow these steps below:
Setup > Security > Users
Please be advised that not all staff members have this access. For authorisation contact your office superviser. NexOne will not be able to activate this feature for you.
2. Select Create
3. Complete the mandatory fields:
User Type: Select Agent
User Group: Select Agent
User Code: You can enter the agent's name or the agent I’D
Password: Create a temporary password that the agent will change
Password Confirmation: re-enter your temporary password
First Name: Enter the agent's first name
Last Name: Enter the agent's last name
Email: Enter the agent’s email address
Save and Close
4. Go to Agents / Non-Agents > Agents
5. Locate your agent by searching their first or last name or scroll through the list.
6. Select the pencil icon to edit your agent’s profile.
7. Complete all the mandatory fields.
Quebec Agent’s: If your agent is connected to the Centris board, you can enter their agent ID in their profile and they can easily connect using their Centris login information.
Enter the agent’s ID in both Agent’s Board ID Section + CIQ Board # Section
View image below
8. Once your fields have been completed, Save & Close.
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