If you are a Company or Office Admin who needs to add another Company or Office Admin, you have two ways of doing so in your BoldTrail account.
Please Note: Only a Company Admin can give other users Company Admin access. Company Admin access can only be given to a user after they have been added to your BoldTrail account.
For more information on the difference between BoldTrail's user roles, click here.
Giving Admin Access When Adding the User
The easiest way to make a user an Office or Team Admin is by checking the "Make Admin" box when adding a user to your BoldTrail account.
To learn how to add a new Agent user, click here.
Giving Admin Access After Adding a User
If the user has already been added to BoldTrail previously and needs Admin permissions or if you need to give them Company Admin access, you will need to take a few additional steps.
Giving Company Admin Access
Log into your BoldTrail account.
Click on your Profile Picture in the top right corner.
Click on 'Agents' from the drop-down that appears.
Click on the Agent's name that needs to be an Admin to access their profile.
Click on the "Actions" button to the right.
Click on 'Make Company Admin' from the drop-down that appears.
In the 'Agents' tab you will see the label "Company Admin" underneath all user names that have Company Admin access.
Giving Office Admin Access
Log into your BoldTrail account.
Click on your Profile Picture in the top right corner.
Click on 'Offices' from the drop-down that appears.
Click on the Office's name that the user who needs to be an Admin is associated with.
Click on the "Actions" button to the right of their name.
Click on 'Make Office Admin' from the drop-down that appears.
Unlike Company Admins, users who are Office Admins will not have their access level displayed under their name in either the 'Agents' tab or the Office's Members list.
Giving Team Admin Access
Log into your BoldTrail account.
Click on your profile picture in the top right corner.
Click on 'Teams' from the drop-down that appears.
Click on the Team's name that the user who needs to be an Admin is associated with.
Click on the "Actions" button to the right of their name.
Click on 'Make Team Admin' from the drop-down that appears.
Just like Office Admins, users who are Team Admins will not have their access level displayed under their name in either the 'Agents' tab or the Team's Members list.
Revoking Admin Access
Revoking Admin access is just as easy; simply follow the applicable instructions above and you will see the option to 'Revoke [entity] Admin' instead of 'Make [entity] Admin'.
Revoke Company
Revoke Office
Revoke Team
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!
(Keywords: admin, admin permissions, revoke admin access, give admin access)