Status
You have two selections available ACTIVE or CANCELLED.
If an Employee has left your Brokerage or an Employee profile no longer needs the status Active, please email suport@nexone.ca to have an Employee Profile updated to the status Cancelled.
Email (Username)
An email address to log into a profile.
If an Employee profile is going to have NexOne Sign Enabled, please ensure this email address is a valid email address (Document from NexOne Sign uses this email address)
Office
When adding an Employee Profile, Usually this defaults to your Brokerages Main Office (Note: this Office ID is not the Office that the Employee will have access to)
If you do choose to select let say eg. ‘Branch 1' out of a dropdown list here…the Employee will see the Address Book for Agents and Employees only from 'Branch 1’
If you choose the main Brokerage Office, the Employee will see the address book for All Agents and All Employees for the entire Brokerage.
Note: the Address Book for Employees and Agents is beneficial since it does show the email addresses.
Virtual Fax
You can enter a Virtual Fax Number here if the Brokerage has a Virtual Fax Number Activated/Registered.
(Note: Please make sure that your ‘Username Email address’ has been configured by your virtual fax provider. If this configuration is not completed, your faxes will not be sent out and will not reach the intended destination)
Notification Email
This email is used for the “Reply-To' for all ‘Follow-up’ Messages.
Transaction Approval
If the Brokerage has the Approval Process in place, you are able to check of the boxes that is best suited for the Employee.
Team Assistant
If the Employee is being set up to work for a Team only, this check box must be checked off.
(note: if this box is Checked off, Team Assistants, at the time being, does not have authority to have NexOne Sign (E-Sign) active on the Employee’s Profile)
Additional Recipient
This Checkbox is directed for Nexone Sign (E-Sign). This Feature only works if you have more than one Employee Profile with Additional Recipient check marked off.
What the purpose is when a signing session is created, it will auto populate Employees email to have as an automated available selection so you do not have to manually enter the Employee (signer) in manually.
An example of the section you will find Employees Emails is if more than one is check marked off:
Can Create a Survey
Enables the ability to send out surveys to both Seller and Buyer clients.
Can Send Files to Trash
Enables the ability for the Employee to be able to delete Listings or Transactions that will send them to Trash.
Can Lock Commission
Enable the ability for the Employee to Lock the Commission in Transactions, so Agents are not able to revise their own commission without notifying the Employee
View Access
This is where you have to give access to Branches/Offices to the Employee and set specifically what access to that Branch/Office that Employee has.
When you click on View Access, Edit and Click on Add Branch, this is what you will see at first until you make the adjustments:
