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Home / 5. Agent, Agency & Developers / How to assign users, agent, agency or developer to properties from admin

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

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Content

    • How to assign users and agents to properties from admin
    • How to assign a secondary agent
    • How to assign Agency and Developer to properties from admin
Before reading this help file you may want to check this video. It explains theme functionality and may be easier to understand. Watch Video on Youtube
Before reading this help file you may want to check this video. It explains theme functionality and may be easier to understand. Watch Video on Youtube

How to assign users and agents to properties from admin

The Agent/Agency/Developer can be assigned to a property from the admin.  The steps are:

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

If you wish to create the agent manually from admin, create the agent from Agents -> Add New

  • Edit property from admin:

  • Go to Edit Property -> Agent tab and select Main Agent and/OR User

If you use a different Main Agent and different User

  • The agent can be the one to receive notifications via EMAIL (sent from property page or agent page) and
  • User to manage the property details only (edit the property details in front end dashboard)

 

How to assign a secondary agent

You can assign a property to more than one agent.

The feature is made for the back-end only.  The admin will be able to assign the agents to the property from the Agent section in Property Details:

You can select more agents with CTRL.  To reset the selection, choose NONE and save. If you have more than one agent selected, the email from the contact form will go to all agents.

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

Agent must be able to manage the property from front-end dashboard In this case, if you wish to assign a property manually to an agent, then you must make sure Main Agent and User are in sync.For that purpose make sure the agent is registered in front end

Help article on how to assign the user to agent

Show Secondary Agents in a Custom Property Template

If you use a Custom Property Template, make sure OTHER AGENTS widget is added to the Custom Property Template too. Help https://help.wpresidence.net/article/create-a-custom-property-template-with-elementor/

How to assign Agency and Developer to properties from admin

The agency/developer MUST HAVE a user as well (and the 2 elements must be in sync correctly)

 

 

5. Agent, Agency & Developers

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  • Theme options – General – Permalinks for properties, agents, agencies and developers
  • WpEstate Customer Relationship Management – CRM

WP Residence Documentation

  • 1. General
    • How to Get Support
    • Get your buyer license code.
    • Use SSL / https
    • Server / Theme Requirements
  • 2. Installation
  • 3. Installation FAQ
  • 4. Advanced Search
    • Advanced Search Display Settings
    • Advanced Search Form
    • Geolocation Search for Half Map
    • Save Search Theme Options
    • Advanced Search Colors
  • 5. Agent, Agency & Developers
  • 6. Property Page
  • 7. Properties List
  • 8. Property Taxonomies
  • 9. Property Custom Template
  • 10. Blog Posts & Blog List
  • 11. Shortcodes
    • Contact Form
    • Featured Agency/Developer
    • Membership Packages
    • Testimonials
    • Google Map with Property Marker
    • Listings per Agent, Agency or Developer
    • Display Categories
    • Agent List
    • Recent Items Slider
    • Recent items
    • List Properties or Articles by ID
    • Featured Agent
    • Featured Article
    • Featured Property
    • Login & Register Form
    • Icon Content Box Shortcode
  • 12. Widgets
  • Theme Options
    • General Settings
    • User Types Settings
    • Appearance
    • Logos & Favicon
    • Header
    • Footer Style and Colors
    • Price & Currency
    • Property Custom Fields
    • Features & Amenities
    • Listing Labels
    • Theme Slider
    • Permalinks
    • Splash Page
    • Social & Contact
    • Map Settings
    • Pin Management
    • How read from file works
    • General Design Settings
    • Custom Colors Settings
    • Header Design & Colors
    • Mobile Menu Colors
    • User Dashboard Colors
    • Print PDF Design
    • Property, Agent, Blog Lists Design Settings
    • Sidebar Widget Design
    • Font management
    • How to add custom CSS
    • Custom Property Card Unit – Beta version
    • Email Management
    • Import & Export theme options
    • reCaptcha settings
    • YELP API Integration
    • iHomefinder Optima Express IDX
    • MEMBERSHIP & PAYMENT Settings
    • Property Submission Page
    • PayPal Setup
    • Stripe Setup
    • Wire Transfer Payment Method
  • Translation
  • FAQ
  • Pages
  • Header
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  • Google or Open Street Maps
  • Payment Options
  • Plugins
    • Included Plugins
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    • Third Party Plugins – Multi Languages
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  • Technical
    • Technical how to | Custom Code Required
    • Technical: Child Theme
  • Theme Updates

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