When you started with Brivity, we added all your users for you. Moving forward, what steps should you take when adding one or two additional users?
First of all, every account has a set number of "seats" purchased for use in Brivity. You'll want to make sure you have enough seats for the additional users you want to add. If you need to upgrade, you can email firstname.lastname@example.org or call 855-427-4848.
Only an Administrator can add people as Users to an account.
WARNING: DO NOT try to edit a user's information in the CRM to change to a different user. Platform tools will not all match up properly. It's best to follow the steps below to keep future problems from occurring.
Step 1: Click your name in the upper right, and go to Account or click here.
Click Add New User to My Team and a modal will pop up with the fields to enter information for your new teammate. To understand how to choose the correct User Type within Brivity, click here.
Step 2: Create a Brivity phone number for the new user.
Click on your name in the upper-right and select Account, and then Phone Settings. Click here to find the phone settings page.
Step 3: Create a subdomain for the new user.
Find Account under your name in the upper-right and click IDX Configuration.
Select an agent's name to add a subdomain.
Filling out the form:
Select an agent from the drop-down
Type the agent's first name (use lower case letters only)
Add the agent's bio. *This step cannot be skipped
Then Save Changes
Here are those steps in action:
Step 4: Request that Brivity Support open access to Brivity CMA for the new users.
If your Platform account includes Brivity CMA, we need some information to create a Brivity CMA account for any licensed agent(s).
Please email email@example.com with:
Office MLS ID
Agent MLS ID
Agent's State License Number
Step 5: Add the Agent to your Kwkly Roster & Distribution
Add your agent to your Kwkly Roster if you want them to have leads on their own listings, add the agent to the Roster in Kwkly.
If this is a buyer agent, you will want to add the agent to the Distribution of Kwkly if you want them to receive Kwkly leads. Click here to add agents to Kwkly lead Distribution area.
Here's a video on how Kwkly distribution works. Leads will assign from Kwkly to the correct agent in Brivity CRM.
Step 7: Brivity Marketer
If you want your agent to have access to the Brivity Marketer system, Open Brivityu Marketer, and under Settings, click General Settings.
At the bottom, Sync the account with your CRM to import the agent's info.
Once you see your new agent/teammate, hit the checkbox next to their name.
At the bottom right, hit SEND for a welcome email to send to them.
Step 8: Brivity University
New users can gain direct access to Brivity University by opening up a new account at university.brivity.com. You can also find it in the (?) in your account.
Click on the (?) in the upper-right of your CRM and click Brivity University.
They can make an account by clicking SIGN UP in the top right.