Steps to create a Real Estate Agent

Real Estate Agent

1. Search Real Estate Agent list.
2. Click Add Real Estate Agent.

Fill in the required details:

• Naming Series
• First Name
• Last Name
• Phone Number
• Email
• KRA Pin
• ID Number
• Agent Type

3. Upload required documents:

• Non-Disclosure Agreement
• Agency Agreement

4. Click Save and then Submit.

Link Agent to Supplier

5. Open the submitted agent record.
6. Go to Connections.
7. Click the created linked Supplier.

8. Open the Supplier record.

Portal User

9. Fill in the user email under Portal Users tab to open User record.

10. Open the created User record.
11. Go to Roles & Permissions tab.
12. Confirm the Supplier role under Roles and Permissions (for portal access). Click Save.

Set Password

13. Go to Settings tab.
14. Set a new password.; (Optional) Enable Logout from all devices after password change.
15. Click Save