Agents may be assigned an Office location when being added to the system. However, if this was not the case then you may follow these instructions to add the Agent’s first Office.

To add an Office location to an Agent, go to the Agent’s profile, and scroll down to see 'Agent Work Info' on the bottom left-hand side of the page, you will see ‘No Offices Assigned’.

Click the blue 'Manage Offices/Licenses' button in the 'Agent Work Info' box

Then, click the blue '+Add Office' button at the top right. A pop-up will appear to select the Office and the start date of the Agent in that Office. Click 'Save'.

Please Note: An option for Agent Type will also appear if it has been set up within 'Settings'.

Once complete you will see the Office entry with a green line at the top showing that it’s active.

To Transfer an Agent’s Office, navigate to the Agent’s profile, and click 'Manage Offices/Licenses' in the 'Agent Work Info' box.

Click the blue 'Transfer' button.

Then a pop-up will appear to enter in the transfer information.

Please Note: Make sure the previous Office end date, and new Office start date are updated if they are not the current date.

Select the new Office name, and determine if Agent Billings and Transaction Data need to be moved as well, then choose 'Save'.

You will see the new Office with the green line on top showing that it’s active, and the old Office will be below it with a red line showing that it’s inactive for that Agent.

More Offices can be added with the '+Add Office' button if the Agent is part of multiple Offices.

The first Office listed at the top will be the Primary Office by default. If a different Office should be the primary, look to the top right of the Office information to see the option 'Make this as Primary Office' which will switch the primary Office.

A pop-up will appear to confirm.

Then the new primary Office will then be at the top.

If your Agent is a part of multiple Offices, their 'Commission Plan & Fees' tab and 'Agent Billing' tab of their Agent profile will have an option at the top to switch between Offices to manage the items for that Office.

These pages will default to showing the primary Office for the Agent. To change the visible Office, click the dropdown menu at the top to see any of the Agent’s other active Offices.

The 'Billing Log' tab will show logged billing items for all Offices by default and may be switched to a specific office at the top as needed.

Have more questions or need assistance? Please reach out to Customer Support via the blue chat bubble to the right or by emailing cbosupport@insiderealestate.com!