Use this article to let someone in your office log in as you, log in as an agent with Assume Identity, and return to your own account. Assume Identity signs you in to an agent's Perchwell account, which means you see exactly what the agent sees. From there, work on the agent's behalf: troubleshoot their account, add listings, run searches, create reports, or update settings.
Let someone in your office log in as you
Give an admin or another agent in your office access to your account from the Can login as me dropdown in your profile settings. The Can login as me list includes only people in your office.
Steps:
Click your profile icon in the upper right
Click Settings
Click Edit profile in the upper right
Scroll down to the Features section
Click the Can login as me dropdown
Enter the person's name in the search field
Select the person
Perchwell saves your selection automatically. The person can now assume your identity from Log in as in their profile menu. You, your broker, and the person you added each receive an email. Perchwell tracks all history while someone is logged in as you.
To give more than one person access, select each person in the Can login as me list. To remove someone’s access while the Can login as me list is open, click the person’s name again to clear the check mark next to it. When the list is closed, click the x next to the person’s name.
Who can log in as an agent with Assume Identity
Your role decides where you start when you log in as an agent with Assume Identity.
Log in as an agent from Manage People
Brokers, office admins, and MLS staff log in as an agent from the agent's details on the Manage People page. Brokers who oversee multiple branches see the agents in every office they oversee.
Steps:
Click Manage People in the top navigation
Enter the agent's name in the Search all field in the upper right
Click the agent's name to open their Agent details in a new tab
Click Assume identity
The agent's Dashboard opens in the same tab, and you see their account exactly as they do.
Log in as an agent from the profile menu
Admins for an agent or broker log in as an agent from Log in as in the profile menu. Before you log in as an agent this way for the first time, contact the MLS at mls@baldwinrealtors.com, together with your broker, to request permission. Log in as lists only the agents who added you under Can login as me.
Steps:
Click your profile icon in the upper right
Click Log in as
Enter the agent's name in the Search users field
Select the agent
The agent's Dashboard opens in the same tab, and you see their account exactly as they do.
Stop assuming identity and return to your account
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 logged in as an agent.
Things to Know
Changes you make while logged in as an agent with Assume Identity apply directly to the agent's account, even if the agent is logged in at the same time. Your own permission level still applies, which means you make only the changes your role allows.
Assume Identity, Log in as, and Can login as me work in Perchwell on the web. Open Perchwell in a browser to log in as an agent, since the mobile app does not include them.
The Manage People FAQ answers common questions about managing agent accounts and permissions.