Showcase IDX 3.0 moves all Agent-level admin options to their own, dedicated page:
This new dashboard is where you will control all things Showcase for your site: from lead interactions and routing, to managing your hotsheets and search recommendations, the agent admin is your one-stop source for managing your Showcase plugin.
If you are a current Showcase 2.0 customer, or recently upgraded from 2.0 to 3.0, you will find that your existing Showcase dashboard credentials are also the credentials for your new agent dashboard; no need to create a new login or password.
Let's take a look at the different aspects of the new Agent Dashboard:
This is the first screen that greets you upon loading up your agent dashboard. This screen gives you an overview of websites attached to your Stripe billing account. This tab also gives you the ability to add a new website to your plan. Simply click the NAME of the website you want to manage to go to the site-specific dashboard.
The Billing tab contains all of the information about your current stripe subscription, and is where you can adjust your payment method and your subscription level. If you encounter any issues with your billing, please send an e-mail to firstname.lastname@example.org for immediate assistance, or use the INTERCOM chat in the bottom left of your dashboard.
The users tab is where you will set up your team and the users who will have access to the site dashboard. Showcase allows you up to 5 total members for free, with additional users available for $4/month per user.
It's important to know that you MUST have a user for them to get lead routing information directly from the system. If you use a 3rd party application, you don't need to worry about this roster, but if you plan on using Showcase IDX's integrated lead routing, you will need an independent user for each team member who will be receiving lead info.
Each user has 1 of 2 permissions: member or admin. If the admin box is checked, that user will have access to the ENTIRE site dashboard and all leads, regardless of who they are assigned to. If this box is left unchecked, that user will only have access to leads assigned to them, and can only see saved searches and hotsheets they created.
From this screen you can also update the passwords, set admin status, and update e-mails, office IDs and agent IDs.
NOTE ON OFFICE AND AGENT IDS
Showcase IDX only supports 1 Agent ID and 1 Office ID per user. If you are a team leader encompassing multiple offices, or will be representing multiple agents, you will need to have a unique e-mail for each user (even if those e-mail are junk) and attach an agent ID and Office ID to each user from there. This is important if you wish to create agent or office hotsheets.
Showcase IDX offers several deep integrations as part of our premium platform, and will be expanding those offerings in the months ahead. All customers have access to the Zapier integration.
More information on setting up these integrations can be found in the INTEGRATIONS section of the knowledge base.