To link a user as an Assistant Agent to a primary agent, they must first have Assistant Agent access on the Realtair platform. Below are the steps to verify their access. Once confirmed, you can proceed to link the user as an Assistant Agent.
Assistant Agents can manage all aspects of a primary agent's account, but they do not have the authority to create Pitch Presentations, sign documents, or sell listings on their own behalf.
- Verify the user's role type and make necessary updates
- Learn how to link an assistant agent to a primary agent
First, confirm that the Assistant Agent has the appropriate access rights. To do this, click on the menu and then navigate to the settings.
Then, choose the option labeled "Users" from the menu.
Choose the specific agent whose access rights you want to verify.
Select the "Settings" option from the menu.
To grant Assistant Agent access, click on the roles box and choose the option for Assistant Agent from the list.
After making the selection, scroll down and click on the "Update User Settings" button to save your changes.
To connect an assistant agent with a primary agent, start by clicking on the menu located on the dashboard, then select the "Settings" option.
Next, choose the "Users" option from the menu.
Select the name of the primary agent to whom you wish to assign the assistant agent.
Select the "Settings" option from the menu.
Select the "Assistant Agent" tab located on the right side, then choose the appropriate assistant agent from the dropdown menu in the primary assistant agent section.
Once you have chosen the appropriate assistant agent, click on the "Add Assistant Agent" button to finalise the connection.
