Getting Started

In most cases, Selling Agent profiles are created automatically when properties are imported from your office's CRM or a Property Portal. However, if you need to add one manually, follow the steps below.

Steps to Add a Selling Agent Profile and User Role

Step 1: Log into the PC Console.

Step 2: From the top Grid icon, select Account Management.

Step 3: The Account Management page will open.

Step 4: From the left-hand side menu, select Selling Agents.

Step 5: Click the green +New Selling Agent button in the top-right corner.

Step 6: Enter the necessary information and click Update to save. (Uploading a profile image is optional.)

Step 7: Search for the newly added profile and click the blue View icon on the right-hand side.

Step 8: Click the green +Create User Account button to provide them with system access.

Step 9: Select the appropriate user permissions for the individual:

• Manually Add Bidders
• Manage Bidders (Approve / Decline / Edit)
• Scribe Auction & Manage Online Bids

Step 10: Click Create to finalise. An email will be sent prompting the user to set a password. The user will now appear under the User Management tab.

Note

To update a user’s permissions later, click the Edit icon in the User Management section.