Use this article, as a broker or admin, to find the agents you manage, check who can log in as an agent, and know what an agent sees while you work in their account.
Where do I find my agents in Manage People?
Click Manage People in the top navigation to find the agents in your office and open their details. Search for an agent by name in the search bar in the upper right of the Manage People page. Brokers with multiple branches see the agents in all the offices they oversee. Members who came from a legacy platform may know Manage People as the Roster.
Who can assume an agent's identity?
Brokers, office admins, and MLS staff assume an agent's identity from the agent's details in Manage People. Assuming an agent's identity logs you into their Perchwell account, which means you see it exactly as the agent does. Brokers see the agents in every office they oversee.
An admin for an agent or broker first contacts the MLS at mls@baldwinrealtors.com, along with their broker, to request permission. The admin then logs in from Log in as in the profile menu, which lists only the agents who added them under Can login as me. Agents add only people in their own office. Agents on the same Perchwell team can also log in as one another to help manage listings.
Log In as an Agent with Assume Identity walks through each route step by step, and Create and Manage Teams explains how teams share listings.
Will assuming an agent's identity affect them if they're logged in at the same time?
Yes. Any change you make while assuming an agent's identity applies directly to their account. The agent stays logged in at the same time and sees your changes. Your own permission level still applies, which means you make only the changes your role allows.
Is the agent notified when I assume their identity?
No. Perchwell does not notify an agent when you assume their identity. When an agent adds someone under Can login as me, the agent, their broker, and the person granted access each receive an email.
How do I stop assuming an agent's identity?
Click your profile icon in the upper right, then click Stop assuming identity to return to your own account. Stop assuming identity shows in the profile menu only while you are assuming an agent's identity.