Account Managers have full access to an Agent account to place orders, manage media and access Invoices. Account managers will be able to sign into their account with their own credentials and then will be able to access to the Agent account.
Accessing via their credentials means the main Agent will not have to supply a PIN code to login, the Account Manager can simply have the PIN code sent to their contact to login!
To get started, from your account, select Settings
Once you've been redirected to the settings tab, head over to the Account Managers & Contact
Proceed to select Invite Account Manager
Once you click on Invite Account Manager, it will ask you to add their email address
The address you specified will receive an email with an invitation to sign up and manage your account!
How to access an Agent's account as an Account Manager
Log in to your own account.
Click your name in the top right.
Under Managed Accounts, select the Agent.
Click Access Account.
Click Listings to view and download the Agent's listings, or Order Now to place an Order for them.
Notes
Your own Listings only shows Orders placed under your name. Access the Agent's account to see theirs.
Once you access the Agent's account, you can do anything the Agent can, including viewing and downloading all of their listings (even those from before you were invited), paying Invoices, and placing Orders.
The Access Account link expires after the time shown in the pop-up. If it expires, select the Agent under Managed Accounts again.
You stay in the Agent's account until you click your name in the top right and select Return To My Profile, or your session ends.
Adding someone as an agent on a property website doesn't give them access to the Agent's account.
Additional contacts only receive copies of Order emails. They can't log in or view the Agent's listings.
Access starts once the invitation is accepted. Invitations expire after 3 days. If one expires, send a new invitation.
Only the Agent can invite an Account Manager, from their own account. Admins can't add one from the Admin Portal.