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      Workspace: Agent Onboarding by Admin Setup

      Below is a simple workflow for Admin Users to setup Agent or PM User Profiles

      🚨 Before you begin, it's important to note:
      Steps 1 & 3 to be completed by Admin Users
      Step 2 will need to be completed by the Agent

       

      1. Create User & Profile Setup
      2. Instructions for Agent: Setup Password, Join Workspace & Connect Social Media
      3. CRM Mapping
      4. Troubleshooting


      1. Create User & Profile Setup

      Nagivate to the Team Invite Tab and click on the Create User Icon located in the top right hand corner.

      Untitled design (14)

      Upload the agent's profile picture and enter in the agent's information. Please ensure to select "Agent" as their Role and Save Details once this has been completed.


      Update Profile Picture (3)

      *To find out about other Team Roles, click here 

      Note for Admin Users - Here's a ready made email template to send to your agents so they can complete the agent setup successfully.

      Hi {Agent Name Here},

      We have completed your profile setup for your new Properti account.

      Please follow these steps included in this article:

      Agent User Setup: Join Workspace, Connect Social Media Accounts & Add Payment Method for Individual Campaigns 

      This will aid you with the successful connection of your Social Media Accounts, along with attaching your payment method if you wish to run agent paid social media campaigns.


      Thank You.

      2. Instructions for Agent: Setup Password, Join Workspace & Connect Social Media Accounts


      View Article Here: Agent Login: Join Workspace, Connect Social Media Accounts & Add Payment Method for Individual Campaigns


        3. CRM Mapping 

        Note: for Enterprise Offices, this step only applies to "Listings" Upgrades - Upgrade here


        Individual agents need to be added to Properti as a user. If you aren't sure what type of user permissions they need, please check out Team Roles.

        When a user is added as an agent user, they will be automatically mapped to their display name from the CRM.

        They are automatically granted access to all of their own listings when they feed into Properti for the first time.

        We still recommend manually checking CRM mappings, incase the user's display name is different from the agent's name in CRM Mappings

         

        4. Troubleshooting

        If further troubleshooting is required, please contact support@properti.ai with as much detail as possible, including screenshots so we can investigate further.