When having a new agent joining your brokerage, you do not, most of the time, need to create him/her an account. As a matter of fact, NexOne automatically creates an account for the agent using the information we receive from the board.
You can follow these steps in order to find and activate the agent account:
When logged in to your admin account, go to the Agent tab and search for the agent using the search filters
It is important to select the filter “All statuses” before lunching the search
2. When you find the agent’s account, click on the name to open the account profile and Click on “Activate agent”
3. Verify the email address that displays and if it’s correct, click on send
4. An Email containing information to activate the account will be sent to the agent and he/she will be able to complete the activation of the account
These steps are valid if the status of the account is “Imported” or “Pending”
For the “Cancelled” status, you will need to contact NexOne support to have the account activated.
Done!