Agent accounts are for managing/leasing agents who manage their own portfolio of properties. Or, in cases where a team manages properties, the Agent can be a team. Agents and Users share similarities, in that they both have a logon and authorizations. However, only Agents can have properties and profiles assigned to them. Once a record is assigned to an Agent, only that Agent or the Master Administrator (who has full control over all assignments) can reassign it.

You can view both Users and Agents in your Control Panel under Configuration > Users & Agents. Users and Agents are differentiated by their unique icons and color codes in the User List.

1. Color swatch: Each Agent can be designated with their own color. On lists, like the Chart of Listings or Owner List, these colors will appear beside the listings and owners the Agent manages.
2. PROMAS Manager ID: Setting this to match the Manager ID in PROMAS will automatically assign imported profiles to this Agent account.

If you have more than one portfolio of properties but have been managing it in a single account, now is the time to add Agents! Authorized Users can add additional Agent accounts from the User list, or from Configuration > Orders & Upgrades > Add an Agent.  For more information about the latest version changes including the Company, Office, & Agent accounts, view the CPL V4.8 Release document.