Company & Staff Accounts

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When you sign up for PropertyList.es, you’ll create your company profile. From there, you can invite staff members to create accounts within the company. This setup will provide valuable information to help you manage properties, showings, the sales pipeline, and more. This guide will walk you through the steps for setting up company and employee profiles.

How accounts work?

Staff Accounts:

✅ View, share and contact all properties on the MLS.

✅ Create listings, contacts, pipelines, events.

✅ Share with clients using a unique URL that identifies them as the agent.

❌ Cannot use credits to buy paid features.

❌ Cannot view other users contacts, pipeline, events etc.

Admin Accounts: (full access)

✅ Assign staff and oversee all actions, including assigning leads, creating properties, contacts, events, and pipelines etc.

✅ Admins can change permissions for each staff member, allowing them to feature a property or have full admin access.

Creating Staff/Employee Accounts

Staff accounts are free to add to your company profile and have limited access to certain features.

- - Enter First Name & Surname
  - Add Email & Phone
  - Select what language to show the platform for the individual user
  - Add your staff photo (optional)

Here you can also set the user permissions and access for each agent.

“Active” = If checked, the user CAN log into thier account.
– If unchekced, the user will NOT be able to login to their account.

“Admin” = If checked, the user WILL have access to FULL admin settings.
– If unchecked user will only be able to edit thier own listings, contacts, calendar events, etc.

“Can Feature” = When enabled, user can draw from the company account credits to feature listings and additional features.

Revoking Access for an Individual Agent

To revoke or remove access for an individual agent, simply uncheck the “Active” box. This action will deny the agent access to the account without deleting it. The access can be restored later by rechecking the box.