You can add additional users to your relay® account if you have a multi license brokerage account. You must have licenses available to add users. For more information on requesting additional licenses, please refer to Knowledge Base Article KBA-01373.
Solution
Follow the steps below:
Step 1:
Click on the Site Administration link in the upper right hand corner:
Step 2:
Click on the User Manager tab:
Step 3:
Click on the Create New User button:
Step 4:
Select what role the user will have, fill out the user's information and define what the user will have access to by placing checks in the boxes that apply, and then click on the Submit button:
Step 5:
Review the user's information, and if it is all correct, click on the Create User button (if the information is not correct, click on the Modify User Information button instead):
The role given to the user defines what type of access the user will have. Below are the definitions of each role:
Role Examples:
Agent: 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: A real estate professional assisting agent(s) 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.
Agent Assistant: A real estate professional assisting agent(s) 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: Real estate professional who runs and maintains a real estate brokerage. Can view all transactions and the information contained within the file on his or her relay® site, but cannot edit or create transactions beyond approving documents (if given this permission) and activities.
Site Administrator: Permission which allows a user to oversee and manage the relay® site. Can edit and control settings, users, checklists, and contacts on the site, but can only create or work in transactions according to the permission(s) of his/her other role (Agent, Agent Assistant, Broker, or Transaction Coordinator), if one is assigned.
