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Managing Employee Accounts

It is extremely important that every employee in your business who will access iDashboard has their own user account with their own password.

Agents who will appear as the listing agent on a property, who what to use trea or who want to use iDashContacts all require their own account with their own login and password.

To ADD a new Employee account:

  1. Click on the Admin menu.
  2. In the left-column menu click Employees.
  3. Still in the left-column menu click  Add Employee.
  4. The New Employee will appear, here you need to:
    • Enter their First Name
    • Enter their Last Name
    • Choose their Role they will belong to
    • Enter their Email (can be a shared email for the office)
    • Enter their own Login (username)
    • Enter & Confirm their own Password
  5. When you are ready to create your new employee click Create Employee.

A note for third party product users! If you use a third party software product, like MyDesktop or Rockend REST, we will create the Employee automatically for you the first time we receive a listing with that employee as the listing agent. The name, email and phone numbers of the employee in iDashboard must remain an EXACT match to that of your preferred software, otherwise the employee will be duplicated next time we receive them.

To EDIT an Employee:

  1. Click on the Admin menu.
  2. In the left-column menu click Employees.
  3. The Employees screen will load, listing all the existing Employees setup in your account. Click the employee you want to edit.
  4. The summary screen for the selected employee will load, click the Edit tab.
  5. On the first tab, Details, you can:
    • Modify the First and Last names of the employee
    • Modify their Job Title
    • Modify the Role they belong to
    • Set their Time Zone
  6. On the second tab, Contact, you can:
    • Modify their Email Address
    • Modify their Portal Email Address (see note at the end of this article)
    • Modify their Phone number
    • Modify their Fax number
    • Modify their Mobile number
  7. On the third tab, Login, you can modify their login (username). This is used to access iDashboard and all iDashboard-related products, such as trea, iHomes and iDashContacts.
  8. On the fourth tab, Address, you can add in the office address for the employee. Note this is only required for offices who have a single iDashboard account, but have multiple physical office locations.
  9. When done, click Update Employee to save your changes.

To SUSPEND access for an employee:

  1. Click on the Admin menu.
  2. In the left-column menu click Employees.
  3. The Employees screen will load, listing all the existing Employees setup in your account. Click the employee you want to suspend access for.
  4. The summary screen for the selected employee will load, click the Edit tab.
  5. Click the Login tab.
  6. Ensure the Login text box is blank and click Update Employee.

To give access back to your employee, follow the instructions above, however at step 6 add a username in the Login text box for the employee.

To DELETE an employee:

  1. Click on the Admin menu.
  2. In the left-column menu click Employees.
  3. The Employees screen will load, listing all the existing Employees setup in your account. Click the employee you want to delete.
  4. The summary screen for the selected employee will load, in the top-right corner below the Logout button, click the  icon.
  5. The Delete Employee screen will appear. Using the drop down boxes, re-assign any property, contact or task data to another employee.
  6. When ready click Delete and Reassign.

The process of deleting an employee and reassigning their data is completed by our job system. The actual job itself may take up to an hour to process (depending on how much data is assigned to the employee). The employee will continue to appear in iDashboard until they are full deleted.

WARNING: The action of deleting an employee is permanent and can not be undone, even by the team at iProperty. We recommended SUSPENDING access to an employee before making sure you are absolutely certain you want to delete them.

For more information on updating Employee Photos & Profiles, please refer to this article.

For more information on Portal Email Address and how it works, please refer to this article.

For more information on how to set or change the Password of an employee, please refer to this article.

For more information on Roles and how they effect the user experience, please refer to this article.

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