Managing Assistants

Assistants are added, removed, and edited from the Team Members tab of the My Account area.

Note: This procedure relates to granting assistants access to your Top Producer 8i account. Licensing must already be in place before you can add assistants.

Open the Team Members tab. How?
1. From the [User name] menu in the top right, select My Account. Example:
2. Click the Team Members tab.
Select the Add Assistant action link. If you are a member of a team account, you will need to select the Assistants subtab and then select the Add Assistant action link.

The Add/Edit Assistant form opens.
In the Name Details and Login Information section, enter the assistant's name details, any designations they have acquired, and the username and password they will use to log onto Top Producer 8i.
In the Contact Info section, enter the assistant's contact information. When entering phone numbers, hyphens are automatically inserted for you.
In the Assign Licenses and Feature Access section, specify the licences and features to which they should have access. The licensing must be in place before it will appear as an option in this screen.
In the Data Export and Deletion Security Settings section, select if you want the assistant to be able to export and delete data. More Info:
- Select Allow this assistant to export data from Top Producer 8i if you want the assistant to be able to export contact information (including all associated properties), listings, closings, referrals and leads.
- Select Allow this assistant to delete data from Top Producer 8i if you want the assistant to be able to delete contact information (including all associated properties), listings, closings, referrals and leads.
Note: Regardless of this setting, the assistant will be able to delete activities.
Click the Save Assistant Info button.

Your assistants will now be able to edit their contact information via the My Info screen.

Open the Team Members tab. How?
1. From the [User name] menu in the top right, select My Account. Example:
2. Click the Team Members tab.
Click on the assistant's name in the Assistants table.

If you are a member of a team account, you will need to select the Assistants subtab to display the Assistant's table.
From the Edit Assistant form, you can edit any of the assistant's licensing or contact information, including:
- Changing passwords.
- Changing contact information.
- Adding or removing licenses and feature access.
- Changing Export or Delete settings.
See the "To add an assistant to your account" section above for more details.
Click the Save Assistant Info button.

Open the Team Members tab. How?
1. From the [User name] menu in the top right, select My Account. Example:
2. Click the Team Members tab.
Click the Delete icon in the assistant's row of the Assistants table.

If you are a member of a team account, you will need to select the Assistants subtab to display the Assistant's table.
Confirm the deletion.