Managing Agent Permissions in IDX Broker

🛠️ How to Update Agent Permissions

Updating permissions for a specific agent is a straightforward process. Here’s how you can do it:

1. In the Manage Agents table, locate the agent whose permissions you want to update.
2. Click the Edit icon (usually a pencil or gear) in the Tools column.
3. On the Edit Agent page, click on the Permissions tab.
4. Note: Here, you’ll see a list of permissions you can enable or disable for the agent. Let’s explore what each permission does.

📋 Understanding Agent Permissions

Agent permissions are designed to give you control over what each agent can do within their account. Below is a breakdown of the key permissions available:

Manage Own Email Update Subscriber

Agents with this permission can view and edit leads assigned to them. They can update contact information, saved searches, saved properties, and verification status. Additionally, they can create My Listing Manager accounts and remove leads. This permission is ideal for agents who handle their own lead management.

Modify Own Bio Page

This permission allows agents to edit their Bio Page. They can add or update bio content, upload a photograph, change contact details, and update their MLS agent ID. It’s perfect for agents who want to keep their profiles up-to-date.

Modify Own Listings

Agents with this permission can view and edit their active MLS listings. They can update listing details such as descriptions, photos, open houses, virtual tours, and map marker locations. They can also create Supplemental Listings and manage inactive listings. This is essential for agents who actively manage their listings.

Can Reassign Leads

This permission allows agents to reassign their leads to another agent. However, they cannot assign someone else’s leads to themselves. This is particularly useful when a lead selects an agent who doesn’t cover their desired market area.

Shown in Featured Agent Widget

If you use the Featured Agent Showcase on your website, this permission determines whether the agent appears in the rotation. It’s a great way to highlight specific agents in your team.

Display on Assigned Agent Menu

This permission allows the agent to be selected by visitors on contact forms. It ensures that the right agent is assigned to incoming leads based on their expertise or market area.

Delete Assigned Leads

If this permission is disabled, agents can only unassign leads instead of deleting them. Unassigned leads are flagged for the account owner to reassign or delete as needed. This adds an extra layer of control over lead management.

🌍 Setting Global Permissions

If you want to apply the same permissions to all agents in your account, you can use the Set Global Permissions feature. Here’s how:

1. Click the Set Global Permissions link above the Manage Agents table.
2. Adjust the permissions as needed.
3. Click Submit.

🌟 Why Use Agent Permissions?

Agent Permissions offer several benefits:

• Streamlined Operations: Ensure agents only access features relevant to their role.
• Enhanced Security: Prevent unauthorized changes to leads, listings, or account settings.
• Flexibility: Customize permissions for each agent or apply global settings for consistency.
• Improved Lead Management: Control how leads are assigned, reassigned, or deleted.

🚀 Let’s Get Started!

Now that you understand how to manage Agent Permissions, it’s time to customize access for your team. Whether you’re setting individual permissions or applying global settings, these tools help you maintain control and efficiency in your IDX Broker account. Happy managing!