Manage Agency users (for Agency Admin users only)

If you have been granted the ability to administer other agency users, you can select Users > Agency/Brokerage Users to view the users you are authorized to manage on the Manage Agency Users screen. You can view and manage agency users within your own agency or any descendant (child) agency organizations.

The list of users on the Manage Agency/Brokerage Users screen includes their profile photo, Name, Username, Status, Organization, Agency Number, and Latest Login date. (If a user account is locked as a result of too many consecutive failed login attempts since the user's last successful login, the user's Status includes (Locked).)

You can do the following from the Manage Agency Users screen:
  • Search for an agency user.
  • Filter the list of users:

    • Select Show Only Active Users to filter the list of users to show only active users. Any user with a Status of Inactive or Draft does not appear when this option is selected. To show the list of all users, clear the check box.
    • Select Show Only Admin Users to filter the list of users to show only users who have been granted the ability to administer other agency users (through the Enable This User to Administer Other Agency Users check box). These users have the permissions that are assigned to the Agency Admin role in UM Studio.

    • Create an agency user.

At the bottom of the screen is a page browser. If additional pages of users exist, you can click a page number, Back, or Next to view them.

Managing agency users

To manage a specific agency user, click the row for that user on the Manage Agency Users screen. From the user details screen that appears, you can do the following:

Note: From the user details page, you can return to the list of users by clicking Manage Agency Users at the top left of the screen.