Create & Edit User Profiles

User Profiles will need to be created for anyone that will be logging into SkySlope Books and for anyone  that will be receiving commission payments.  A User Profile must be created before agents can be added to Commission Plans, Groups, or Offices. 

In this article we will walk you through how to create and edit User Profiles and how to manage access.

Learn how to revoke, suspend and delete user profiles in this article!

 

Important:

  • Before setting up new profiles, you will want to confirm whether your brokerage will have agents logging into SkySlope Books to view their deals and/or view and pay invoices.  
      • Agents will view deals, run transaction reports and view/pay invoices
          • Follow steps to Create a My Business Portal and Send Invite
      • Agents will only view deals and run transaction reports
          •   Do not setup My Business Portal but Send Invite

Create a New User Profile

1. In the left menu, navigate to Directory. Then, go to the User Profiles section.

2. In the upper right corner, click Create New Profile. 

Create 1.png

 

3. Enter the required details for the Agent, such as email address and first and last name.

4. Next select the Profile Role, this will control the permissions this user profile has.  The Profile Role(s) displayed will depend on what was added to (Settings > Company > Roles).   Review this article to learn more and reach out to your Customer Success Manager if you have questions about Roles/Permissions.

Create 2.png

 

5. Create "My Business" Portal (Optional): If this box is checked, the user profile will have a My Business option in the company dropdown within Books.  Some brokerages give this access so agents can view and pay invoices.  Review this article to learn more and/or discuss with your Customer Success Manager.

Create 3.png

 

5. Next, assign to Divisions (Offices) and Groups (Optional): User Profiles can also be added to Offices and Groups within those screens at a later date.

Create 4.png

 

6. In the lower right corner, click Create. After you click Create, choose between the following options:

  • Send Invite: Sends an email invite for the agent to log into SkySlope Books. 
    • Use this option if you plan on having agents log into SkySlope books to view their deals, run transaction reports or view invoices that have been sent from the brokerage within SkySlope Books.
  • No Invite: Does not send an email invite.
    • Use this option if you don't plan on having agents log into SkySlope Books or you plan on sending the invite at a later date.
        • Note:  After the profile has been created, the action menu will provide you with the option to "Send Invitation" if you didn't previously send the invite.

7. The profile has been created!

 

Create 5.png

 

 

 

Edit an Agent Profile

1. In the left menu, navigate to Directory. Then, go to the User Profiles section.

2. Click on the actions menu icon Books Actions Icon.png and then select Edit.

Create 6.png

 

3. From here, you can edit any details in the user profile, such as email, name, profile role, divisions & groups.

4. Click Save

 

Need to learn the difference between and how to Revoke Access, Suspend or Delete user profiles?  Click here!

 

 

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