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14.4. Primary Office

Each account in Realsatisfied has a Primary Office. This is the office that is displayed on the Agent Profile Page for the Agent.


You can change the Primary Office for an account on the screen that follows


.


(C) - Primary Office : This is the office that is displayed on the Team Member's Agent Profile page.


This can only be set to an office that the person is listed as a Team Member in (E)


(D) - Has no access to these offices : This is all of the offices that the signed in user can see that the


Team Member being edited has no access to.


(E) - Is a team member of these offices : This is all of the offices that the Team Member being edited


is listed as a Team Member in. This will result in them being listed on the Team Member screen in the


office admin screens for these offices.


(F) - Has access to these offices : This is all of the offices that the Team Member being edited has


access to. They will not be listed on the Team Member screen in the office admin screens for these


offices.


(G) - Toggle buttons : use these buttons to move access in and out of each of the access types.


Note: When viewing offices on this screen, you can only see the offices that you yourself have access to.


 


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