Lorsqu’un nouveau courtier est créé dans le système immobilier ou qu’il est un nouveau courtier à votre bureau, vous devrez créer un profil courtier.
Cette création doit d’abord se faire du côté administratif pour que le courtier puisse accéder à son compte.
Suivez les étapes ci-dessous :
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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