Adding new users to BoldTrail is super easy! In a few simple steps, you can quickly add Agents to your BoldTrail account, choosing how you would like them to be set up and what access they should have.
Please Note: Only Company Admins have the ability to add new Agent users. Office and Team Admins can only add Lender users and must request that the appropriate Admin add new Agents to their Office or Team. Agents wishing to add their Lender partner must request that the appropriate Admin add them.
For more information on adding Lenders, click here.
For more information on making a user an Admin, click here.
Adding an Agent
To add an Agent user, you must be logged into your BoldTrail account.
Click on your profile picture in the top right corner to access the dropdown menu.
Click on 'Agents' from the drop-down that appears.
Click on the green "Add Agent" button to the right.
Fill out the form that appears as thoroughly as you are able to.
Click on the green "Add Agent" button in the bottom left corner.
Filling Out the Form
There are a few required pieces of information that you must fill out when adding a new Agent:
First & Last Name
Email Address
Password
Cell Phone
Office
At the very minimum the agent's basic information and the Office entity, they are associated with need to be added to the form in order for them to properly be added to BoldTrail.
However, it is strongly recommended that you fill out the entire form in order to set your Agent up for success at the start.
TIP: If you do not know some of the information, like their MLS ID, the Agents will be taught how to complete their Profile setup during Week 1 of the Agent Quick Start Course. This is another important reason you must hold your Agents accountable for completing that course.
TIP: All three phone number fields do not have to be filled out if the Agent does not have or need that many in their profile.
The Office and Team drop-downs allow you to associate the Agent with their Office location along with any applicable Team they may be a part of. The Team drop-down does not need to be filled out if there are no Teams in your BoldTrail account or if the Agent is not a part of any.
You can also easily make this user an Office or Team Admin by checking the "Make Admin" box, when applicable. To learn more about the different user roles in BoldTrail, click here.
The "Create Website For Agent" box will be checked by default, however, if this user is an Admin and does not need a website or if there is another reason this particular Agent should not have a BoldTrail website you may uncheck this box.
A BoldTrail website can quickly be created in the future if the need arises.
To learn how to automatically generate an Agent website, click here.
The "Make This Agent 'Roster Only'" box will remain unchecked by default. Selecting this option means the Agent will not have a BoldTrail website created and will only appear on your Company, Office, and Team websites that they are associated with.
For more information on the 'Roster Only' setting, click here.
A 'Roster Only' Agent is the same as an 'Inactive' Agent. This user will not take up a "seat" or user license within your BoldTrail account and will not be able to log into BoldTrail. To learn more about Inactive/Roster Only users, click here.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!
(Keywords: new agent, admin, add agent)