AGENT PROFILE SETUP

Your agent roster has been uploaded. The next step is to identify which users should be visible on your company website, and then upload photos.

Any staff with “admin” access can manage the agent and user profile edits using the steps below:

1. Login to ClientBAY

2. Click on the User Management Tab on the left hand side menu.

3. Click Users

4. Click the three dot Action tab associated with the agent you wish to edit and then select Edit
   

The complete profile can be filled out as you see fit.

The data that is currently in the user profiles comes from the user spreadsheet you provided during the prerequisites.

AGENT PROFILE SET UP - FIELDS THAT NEED CONFIRMATION

The fields below were pulled from the initial spreadsheet you provided. Please confirm they are correct.

• Username - This was pulled from the spreadsheet you provided, please confirm it is correct.

• Office - Confirm each individual on your roster is associated with the correct office.

• Access Level and Access Group - Please ensure each user has the correct level of access. These two boxes should be the same. Access Groups will be discussed during manager session #1.

• Admin: Has full access to the back office. An “Admin” should be someone in your company who needs access to everything management will be responsible for.

• Staff: Has full access to their office within ClientBAY. “Staff” should be someone in your company who is not management, but still performs some duties to run the brokerage on management’s behalf.

• User: Has full access to their own listings/documents/transactions in ClientBAY. A “User” should be someone in your company who is a real estate salesperson.

AGENT PROFILE SET UP - FIELDS THAT NEED ATTENTION FROM YOUR TEAM

•  Display on site - The default setting is “Yes” on the field for “display on site.” This should be checked “On” for each individual that you want to have a profile page on your company site as well as a personal website.

• Role - Please mark the appropriate role for each person on the roster.

• Image - This is where you will upload a headshot into each agent’s ClientBAY profile. This can be done in the Image section in the agent’s profile. Use standard vertical photos 3x4 inches or a minimum of 600x800 pixels. Remember to include staff members, if you want a photo of them on the company roster (which some clients print out for agents new to the company.)

1. Login to ClientBAY

2. Click on the Roster Tab

3. Click Agents and Users

4. Click Actions-->Edit on the agent in which you wish to edit

5. In the lower right, you will see a box for Images

6. Click Upload

AGENT PROFILE SET UP - OPTIONAL FIELDS

During this initial set up phase, some companies choose to setup as much of the agent’s profile as possible before launch. Here are some helpful hints for formatting on various sections. Keep in mind that during the first training class agents will be taught how to update their entire profiles as well.

• Links - Here you can enter the agent's social media links. Please enter the entire link for each outlet. Ex: https://www.facebook.com/SYaegle00

• Profile Text -  This is where you will insert any profile text to be displayed on the site. If you choose to copy this from your existing site, it is best to copy the text from your existing site, paste it into a word editor (TextEdit, Microsoft Word or Pages) in order to remove the HTML from the old site, and then re-copy and paste that into the profile box. This will remove any hidden HTML affecting the text.

***Please note existing profile text for agents will NOT be transferred over from existing site by Back at You.***

EDITING OFFICE INFO

The next step is ensuring your office info is correct. Please follow the steps below:

1. Login to ClientBAY

2. Click on the Settings Tab

3. Click Office Locations under the Company Section

4. You’ll then see a list of all your offices. To edit the individual offices, click Actions-->Edit.

EDITING OFFICE INFO - FIELDS THAT NEED CONFIRMATION

The fields below were pulled in from your initial spreadsheet provided. Please confirm they are correct. (This information is available on the details tab.)

• Name - The office name that will be displayed on the site.

• Street Address, City, State, and Zip Code

• Phone Number and Fax Number

• Office Manager - You can have up to 4 managers assigned per office.

EDITING OFFICE INFO - FIELDS THAT NEED ATTENTION FROM YOUR TEAM 

• UPLOAD OFFICE EXTERIOR PHOTO(S) - Upload a photo in the images section of the details tab to be used on each office profile on the office detail page of your company website. It’s best to use standard vertical photos 3x4 inches or 1024x768 pixels.

• MAP Tab - You can drag and drop the "pin" to the correct office location.

• Office Hours - Under the preferences tab, you can add you office hours. This field also accommodates text, if you’d like to include “by appointment only”.

EDITING OFFICE INFO- OPTIONAL FIELDS

•  Profile Text - This text that will display on each individual office page. This is on the details tab.