When you started with Brivity, we added all your users for you. Then you went through onboarding steps to set up your team with things like Brivity numbers and subdomains.
So moving forward, what steps should you take when adding one or two additional users?
First of all, every account has a set number of "seats" purchased for use in Brivity. You'll want to make sure you have enough seats for the additional users you want to add. If you need to upgrade, you can email [email protected] or call 855-427-4848.
When adding new Platform users, there are 6 steps to take.
Step 1: Click your name in the upper right, and go to Account
Only an Administrator can add people as Users to an account.
Click Add New User to My Team and a modal will pop up with the fields to enter information for your new teammate. To understand how to choose the correct User Type within Brivity, click here.
Step 2: Create a Brivity phone number for the new user.
Click on your name in the upper-right and select Account, and then Phone Settings. Click here to be taken directly there.
Step 3: Create a subdomain for the new user.
Find Account under your name in the upper-right and click IDX Configuration.
Fill out the form this way
- Select an agent from the drop-down
- Type the agent's first name (use lower case letters only)
- Add the agent's bio. *This step cannot be skipped
- Then Save Changes
Here's those steps in action:
Step 4: Request that Brivity Support open access to Brivity CMA
If your Platform account includes Brivity CMA, we need some information to create a Brivity CMA account for your agent. Please send us:
- Agent Name
- Agent's MLS (if different than yours)
- Agent's State License Number
- Office MLS ID
- Agent MLS ID
Step 5: Add the Agent to your Kwkly Roster & Distribution
If your agent lists properties or holds Open Houses, add your agent to your Kwkly Roster if you want them to have an access to update their listings in Kwkly.
If this is a buyer agent, you will want to add the agent to the Distribution of Kwkly if you want the to get leads from Kwkly.
Here's a video on how Kwkly distribution works. Leads will assign from Kwkly to the correct agent in Brivity CRM.
Step 6: Agent Onboarding and Training
Agent Account Setup: All accounts have interactive onboarding steps that will literally walk users through steps of setting up each account. The steps will vary based on their access role. These onboarding steps will "pop-up" in their account, but if you'd like to send them a link that will take them to their steps, use this link.
Live Training: Get your team trained with our Live Training sessions held Daily. Here's a list of courses we offer. These are also part of the steps of onboarding, but it doesn't hurt to show them again! But you don't have to wait! Every webinar is recorded to watch on demand here.
Training Manuel: Every Brivity CRM account has an in-depth training guide built into their account with videos, walk throughs, and step-by-step tutorials. It's called the Brivity Help Center. If you want to send the a link to it, here's a link.