Any site administrator user can set up new users in the account. See below for instructions on how to do this.
Step 1:
Click on the Administration link.
Note: Only administrators will have this option.
Step 2:
Click on the User Manager tab:
Step 3:
Click on the Create New User button.
Step 4:
Select the desired Role for the user and enter their first name, last name and email address. Other contact information can be entered as well but is optional.
Agent Role - Used for a REALTOR® or real estate professional who conducts real estate transactions. Can create, own, and manage transactions. An agent must be present in order to represent a buyer or seller and to conduct a transaction.
Transaction Coordinator and Manager or Assistant Roles - Used for real estate professionals who assists agents in managing and maintaining their real estate files. Can participate in or create relay® Transactions as a delegate on behalf of the agent, but they cannot manage or create transactions without an agent.
Broker Role - Used for a real estate professional who runs and maintains a real estate brokerage. Can view all transactions and the information contained within his/her relay® site, but cannot edit those transactions unless given appropriate permissions. Cannot create new transactions from this user role.
Step 5:
Select the user options you wish to assign to the user. See descriptions of user options at end of article.
Site Administrator - Permission that can be assigned to any user role type, allowing the user to manage the relay® site. Can edit and control settings, users, checklists, and contacts on the site. Does not give access to view any transactions that they do not already have permissions to according to their user role/options.
Transaction Manager - Permission that can be assigned to broker users or office administrators who have view transactions permission. Allows the user to fully edit all of the transactions he/she is able to access or view. Without this permission such users have only limited access to any site/office transactions that they are not specifically invited to.
Allow Transaction and Document Deletion - Gives the user the ability to delete transactions and documents from the site.
Visible to other relay® sites - Makes the user searchable by relay® users in other sites. This option is for agent roles only and can also be controlled by the agent from their profile.
Document Approval - Gives the user the ability to mark documents as approved or not approved within the document approval feature.
Step 7:
If you have office locations, set up in your site choose the desired office selections for the user.
Assigned Offices - Check this column to select which office they belong to.
User Admin - Check this column to make the user an administrator of a location.
View Office Transactions - Checking this allows the user to view any transactions belonging to other users of that office.
Step 8:
Click on Submit.
Step 9:
Review the entered information to ensure it is correct then click Create User.
Once the user is created, the system will send them a welcome e-mail with the link to set up their own user name and password with.
