You can find your account's Users information in your Account Command Center, under the Users tab, if you are an Admin-level permissions on the account. Your account Users are the team members you give access to your account, there are two different permission delegations to choose from as outlined below.
If you are not the Admin on the account, you would not have access to the Users tab. We recommend contacting the account owner for information about the account.
If you intend on a team member having leads routed to them or would like them to have their Featured Listings on the website, you should add them as a user.
If you use a 3rd party application as a CRM, you may not need your team added as users (depending on your setup), but if you plan on using Showcase IDX's integrated lead routing system and want to subscribe your leads to searches on your website, you will need an independent user for each team member who will be receiving lead info.
An important note is that the account settings are applied to all users, meaning there is one phone number and email address for all users.
There are two user permission options to choose from: Admin or Member.
An Admin level user will have full unrestricted access to the entire account, including account billing, user access, integrations, all leads (regardless of who they are assigned to), all messages, all searches, all hotsheets, all IDX settings, etc. An Admin can adjust lead routing settings, re-assign any lead in the system, create hotsheets, etc.
An Admin's Account Command Center dashboard will look like this:
An Admin's IDX Control Panel dashboard will look like this:
To make someone an Admin, you will check the "Admin" box when adding or editing a user.
A Member user will be restricted access to the account. They will still have access to all websites on the account but will they would not have access to account billing, users or integrations. They will also have a restricted IDX Control Panel dashboard and can only see the leads assigned to them, their messages, their recommendations and their searches that they own. A Member would not be able to adjust any lead routing settings or create hotsheets, so an account admin would need to do this for them.
A Member's Account Command Center dashboard will look like this:
A Member's IDX Control Panel dashboard will look like this:
To make someone a Member, you will leave the the "Admin" box unchecked when adding or editing a user.
Adding a New User
As an Admin, you will add a new user's name, email address, permission level designation, as well as create their first password* (which serve as their login credentials) then click the blue "Create User" button.
*You will then need to provide them with this information for them to login. They will not receive any notification that they've been added to the system.
Once you click the blue "Create User" button, you will see the newly created user appear in the right Users section. You will then want to edit the user to add their Agent & Office ID Numbers.
Agent/Office ID #'s: Editing User
After you have added a user, select the user again from the ‘Users’ container on the right side, and click the blue hyperlink of the person. Once clicked, the left ‘Edit User’ container will update with the selected person. You can update their password*, set or revoke admin status, update e-mail address, and add or edit Office ID's and Agent ID's.
*They will receive a notification of their password being changed.
You may want to add an Agent ID or Office ID into the MLS Agent Info field that populates. The IDs can be used to filter for their respective listings in a hotsheet for their website. Please note that IDs are case-sensitive and should be entered exactly as they are in the MLS.
It is imperative that the Office and Agent ID's entered are correct. If not, creating a Featured Listing page for that agent will not yield any results. (For example, if in the MLS, the ID is all caps, and you entered the ID as lowercase, the ID will not work.)
Showcase IDX only supports 1 Agent ID and 1 Office ID per user per MLS.
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-mails are junk) and attach an agent ID and office ID to each user from there.
Deleting a User
If you want to delete a user, simple click the red "Delete" text next to the user's name from your list of Users in the right panel. This will remove user access. You will be prompted to reassign any leads, searches and hotsheets that the user owns to someone else on the account.
Occasionally, if there is a lead that signed up twice and is assigned to two different users, you may be unable to delete your selected user. Please contact email@example.com for further assistance.
Showcase allows you up to 5 free users on the Premium plan or 2 free users on the Essentials plan. Additional users are available starting at $4/month per user. Here is the full pricing breakdown:
|FREE Users||2 Free Users||5 Free Users|
As a reminder, all account settings, including the account phone number and email address, are applied to all users. Should each user wish to have their own contact information displayed, they would need their own separate account and would not qualify for the multiple website discounted price.