Before You Begin:
- This applies to Realtor Associations where the broker or office manager handles agent billing (sending broker statements or paying the agent invoice).
- Decide which Info Hub access level you want to give the office broker role and the office manager role. Several default access levels are provided that you can use as-is or customize. See Create a New Info Hub Access Level for Members for instructions.
- Your system is populated with two roles: Broker and Office Manager. When you set up your membership types you will choose which of these roles is identified as the Billing Responsible Party.
Roles were developed to identify brokers and office managers to drive automated functionality in the database. A contact's role is assigned based on the user access level associated to a role. For example: in the screenshot below, any contact who is given the User - Primary access level is given the Broker role.
Step-by-Step Instructions
In the screenshot below, when a contact is assigned the Broker access level they are assigned the Broker role.
- Create the Access Level you wish to assign to roles.
- Go to Settings, Staff & User Access section, click Role Assignments.
Two default roles are provided: Broker and Office Manager. Either or both of these can be used to identify the Billing Responsible party. - Click the link for the role you wish to configure.
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Choose the Access Level that you have created (in Step 1) to associate to this role. In our example, we set up an access level called Broker for this purpose.
- Click Done.
How It Works
When you assign an access level to a contact, the system checks to see if that access level is tied to a role. If it is, the system assigns the appropriate role to the contact. By virtue of this role assignment the system can appropriately assign the Billing Responsible Party.
Common Pitfalls
- Forgetting to create the access level first: A role can only be tied to an access level that already exists. Create your Info Hub access level (Step 1) before mapping it to the Broker or Office Manager role, or there will be nothing to select on the Role Assignments page.