Setting Up your Team and Managing Your Agents
      Back to home
      1. Help Center
      2. Getting Started
      3. Setting Up your Team and Managing Your Agents

      Understanding the Admin, Staff, Agent, and Affiliate Roles

      Effectively managing access permissions for your user with roles

      Brokerkit is perfect for brokerages and teams of all sizes - whether you lead the charge alone or have a support staff behind you. To this end, Brokerkit has four different user Roles that grant different levels of access for you and your users

      Admin

      • Designed for your leadership and super users, this role includes access:
        • All contacts in recruiting and retention
        • User management
        • Account Settings
        • Smart Campaigns
        • Labels
        • Landing Pages
          • They can customize the company landing page
          • They will get their dedicated landing page, which they can retrieve in their referral account. It will have their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead.
        • Staff role restrictions: the ability to edit the permissions on which contacts in recruiting staff role users can access at User Settings>Account Settings>Permissions
      • Best suited for:
        • Admin-level access should be restricted to only those you trust with the keys to your agent recruiting and retention engine.
        • This role is typically for senior leadership and your Brokerkit super-users.

      Staff

      • Designed for your recruiting and retention staff, this role includes full access to:
        • All recruiting and retention contacts (unless staff role restrictions are added)
        • Their conversations in the inbox
        • Tasks
        • Create/edit Smart Campaigns
        • Create/edit labels
        • Landing Page: They will get their dedicated landing page, which they can retrieve in their referral account with their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead.
      • Staff role users will not have access to:
        • Data imports
        • Billing
        • User management
        • Landing page customization
        • Account Settings
      • Staff role restrictions:
        • Admin users can edit the permissions on which contacts in recruiting staff role users can access at User Settings>Account Settings>Permissions
      • Best suited for:
        • Your front desk, training, or other staff who assist with recruiting all fit this role.
        • They'll often heavily use the mass text and email features when contacting your existing agents.

      Agent 

      • Designed for your agents, this role includes full access to:
        • Referrals: Built to give agents a stake in the recruiting process, agents have a limited dashboard, allowing them to refer new agents and view your progress with anyone they've referred.
        • Landing Page:
          • They will get their dedicated landing page, which they can retrieve from their referral account.
          • It will have their bio image and contact information superimposed on the standard team landing page template.
          • Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead.
        • Edit the Agent Notes field on any existing referrals to log updates
        • Add sticky notes and @ mention admin/staff users with referral updates to send them an email notification. Admin/staff users can also update agents on their referrals this way.
      • Agent role users will not have access to:
        • Send communications or access leads to the agents they've referred. 
      • Agents will also be a contact in retention, and your admin/staff role users can also interact with them this way:
        • Filter them using the role dropdown to keep them separate from affiliate role users
        • Communications: Admin or staff users can send emails and texts to them in the Retention module.
        • Onboarding/Task Management: Admin or staff users can manage their onboarding and ongoing task management in Retention.

      Affiliate

      • Designed for agents in other offices, vendors, mortgage providers, or other partners you receive referrals from, this role includes full access to:
          • Referrals: Built to give agents a stake in the recruiting process, agents have a limited dashboard, allowing them to refer new agents and view your progress with anyone they've referred.
          • Landing Page:
            • They will get their dedicated landing page, which they can retrieve from their referral account.
            • It will have their bio image and contact information superimposed on the standard team landing page template.
            • Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead.
          • Edit the Agent Notes field on any existing referrals to log updates
          • Add sticky notes and @ mention admin/staff users with referral updates to send them an email notification. Admin/staff users can also update agents on their referrals this way.
      • Affiliate role users will not have access to:
        • Send communications or access leads to the agents they've referred. 
      • Affiliate role users will also be a contact in retention, and your admin/staff role users can also interact with them this way:
        • Filter them using the role dropdown to keep them separate from agents
        • Communications: Admin or staff users can send emails and texts to them in the Retention module.
        • Onboarding/Task Management: Admin or staff users can manage their onboarding and ongoing task management in Retention

      You can click here to learn more about setting up your team member's roles and managing your staff.