How to assign users, agent, agency or developer to properties from admin

How to Assign Users and Agents to Properties from Admin
How to Assign a Secondary Agent
Show Secondary Agents in a Custom Property Template
How to Assign Agency and Developer to Properties from Admin
What Happens on the Property Page

Learn how to add agents from the WordPress admin area and manually assign them to properties. Watch Video on Youtube

Learn how Agency and Developer user roles work, including dashboards and permissions. Watch Video on Youtube

How to Assign Users and Agents to Properties from Admin

The Agent, Agency, or Developer can be assigned to a property from the WordPress admin area.

The steps are:

Create the agent first

Note: We strongly recommend registering a new agent from the front-end registration form.

If you want to create the agent manually from admin, go to Agents > Add New.

Then edit the property from admin.

Go to Edit Property > Agent tab and select the Main Agent and or the User.

If you use a different Main Agent and a different User:

The agent can be the one who receives contact notifications by email, sent from the property page or the agent page
The user can be the one who manages the property details only from the front-end dashboard

How to Assign a Secondary Agent

You can assign a property to more than one agent.

This feature is managed from the back end only. The admin can assign secondary agents from the Agent section in Property Details.

You can select multiple agents by using CTRL. To reset the selection, choose NONE and save the property again.

If more than one agent is selected, the email sent from the property contact form will go to all assigned agents.

On the property page, you will see the main agent and the secondary agents.

If the agent must also manage the property from the front-end dashboard, then the Main Agent and User must be correctly linked and in sync.

For this reason, if you want to assign a property manually to an agent and also allow front-end editing, make sure the agent is registered from the front end and linked to the correct user account.

Help article on how to assign the user to the agent account

Show Secondary Agents in a Custom Property Template

If you use a Custom Property Template, make sure the Other Agents widget is added to that template as well.

Help guide:
Create a custom property template with Elementor

How to Assign Agency and Developer to Properties from Admin

You can assign an Agency or Developer in the same way as an Agent.

If the agent, agency, or developer is registered from the front end and you want to assign a property manually from admin, make sure the related profile and user account are correctly linked and in sync.