The steps below will help you searchc for an agent by first name in the Agent/Office Manager:
Step One: Login to the Web Assistant section of your website.
Accessing the Web Assistant tools on a BIRDVIEW Technologies website can be done in one of the following two ways:
The first way is by clicking on the “Web Assistant – Restricted Access Only” link located on the bottom left-hand corner of each page of the website.
PLEASE NOTE: Custom designed websites may have the Web Assistant link located elsewhere on each page, named differently or may not display at all.
The second way is by typing the address for Web Assistant directly into the address field of your web browser. The web address for the Web Assistant login page is the primary address (domain name) for your website followed by /assistant (i.e. http://domain.com/assistant).
The username & password are required to gain access to the Web Assistant. If the login cannot be remembered the Customer Support department must be contacted using one of the following methods to provide assistance in getting you this information:
* Online Form:
1-877-247-3843 Ext. 403
The Web Assistant login page should now be displaying.
Enter the username & password into the corresponding fields and click the “Login” button
to access the Web Assistant.
Step Two: Select "Agent / Office Manager" from the "Rosters" menu.
Selecting the Agent / Office Manager option can be done either of the following two ways:
The first way is to place your mouse pointer on the "Rosters" button (in the gold bar) and a drop down menu will appear, then click the "Agent / Office Manager" option from this menu.
The second way is to click on the "Rosters" button (in the gold bar) to access the menu page, then click the "Agent / Office Manager" icon.
If you are on an office site, you will then see the offices. The button at the top will take you to the search screen.
The next screen will offer several ways to search for the agent so you can edit or update their record.
Enter the first name, then click the search button. It can search for a partial match.
From the results, click on the first name, last name, or MLS ID of the agent you wish to edit.