How to Add and Manage User Profiles

User Profiles must be created for anyone that will be logging into SkySlope Books and for Agents that are a part of your brokerage 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.

Important:

  • Your brokerage should create a User Profile for every Agent and connect each User Profile to a Commission Plan to ensure accurate payment. 
  • 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 discuss with your Customer Success Manager.

Create 3.png

 

5. Next, assign the correct Divisions (Offices) and Groups

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.

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 name and contact details, Division assignments or Group assignments. 

 

 

Managing Agent Access

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

Create 7.png

 

2. Click on the actions menu icon Books Actions Icon.png and then select the appropriate option for the circumstance:

  • Revoke Access: When you revoke access, this user can no longer log into their account. To grant them access again, you would need to resend them an invitation to log in. Revoking access will not impact any deals in the system that the user is assigned to. 
  • Suspend: When you suspend a user profile, this user can no longer log into their account. This option differs from revoking access because you can simply Reactivate the user to reinstate their access without resending them an invitation to log in. Suspending a user profile does not impact any deals in the system that the user is assigned to. 
  • Delete: When you delete a user profile in SkySlope Books, it is completely removed from the User Profiles list. You can only delete a user profile if it has been removed from any associated deals. Once a user is deleted from User Profiles, they will also be deleted from Contacts and any Groups they were assigned to.

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