This guide provides a straightforward process for creating agent logins in Deal Manager To Go, ensuring that agents can access their listings and deals efficiently. It covers essential steps, from checking for existing logins to assigning user groups and resetting security settings. By following this guide, users can streamline the onboarding of agents, enhancing productivity and collaboration within their team. It's an invaluable resource for anyone looking to manage agent access effectively.
In order to create logins the user must be a Security Administrator
Please contact Support@enviromint.com to make a member of your team a Security Administrator
1. Check for Existing Login
- Go to Contacts → Our Agents.
- Verify if the agent already has a login email.
2. Create a New Login (if none exists)
- Navigate to Set Up System → Create User.
- Enter the agent’s name in the Contact field and press Enter.
- If multiple contacts appear, select the one associated with your company.
3. Assign User Group
- Choose Primary Group: Agent.
Click OK.
4. Save Temporary Password
- A message will confirm that a new login has been created.
- A temporary password will be copied to your clipboard.
- Save this password securely so you can send it to the agent.
Grant Access
- Click OK to confirm the agent has been granted access to your company.
Reset Security Settings
- When prompted, click Yes to reset security for the user.
- This ensures the agent has access to all deals or listings associated with their name, even those entered before the login was created.
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