User Management Guide

This guide covers the technical procedures for managing users in your Buying Buddy account.

Adding Users

Individual User Addition

1. Navigate to My Account > Users
2. Click "Add New User"
3. Complete Required Fields:
   • Full Name
   • Email Address
   • Phone Number
   • MLS Agent ID (if applicable)
4. Select Service Level:
   • Lead Manager
   • Account Admin
   • Roster Agent
   • Webmaster
5. Choose User Type:
   • Agent
   • Loan Officer
6. Click Save

NOTE: In a Multi-User account, up to 4 Users can be assigned to work on the same lead using Roles.
Click here to learn about User Roles

Bulk User Addition

For adding multiple users please contact us. We will provide a template that you can use.

Modifying Users

Changing Service Level

1. Select user from Users list
2. Click "Settings" tab
3. Choose new Service Level
4. Review pricing implications
5. Confirm changes

Managing Permissions

For Lead Manager users:

1. Access user profile
2. Select "Admin Settings"
3. Toggle available optional permissions
4. Save changes

Assign Multiple Agents to a Company and Office-location

To help with the process of linking Users to an Office, use the bulk action option shown below the list of Users on the User summary panel.

Removing Users

When you delete a User:

• Any leads will assigned to the User will be re-assigned to a different User that you choose
• Your next monthly billing will be adjusted to reflect then-current number of Users
• The User will be removed from any round robin methods etc
• The User record will be permanently deleted

Before Deletion

1. Review assigned leads
2. Prepare for lead reassignment

Deletion Process

1. Go to My Account > Users
2. Find user in list
3. Click delete icon (trash can)
4. In confirmation panel:
   • Select new user for lead reassignment
   • Confirm deletion
5. Click "Delete User" (shown below).
   No notification emails or alerts will be sent.

Post-Deletion Tasks

• Verify lead reassignment
• Update team notifications
• Adjust round-robin settings