Work As Other Agent

Work As Other Agent
As a unique i-Tech user, access to your member profile, system preferences, and contacts & prospects
are linked to your login that cannot be accessed by other users. However, if need be, you can give
access to an assistant or another agent to help manage your account with the Work As Other Agent
feature without giving them your login ID and password. You control who has access and as each user
is logged in with their unique ID, you will have an audit trail of all changes made to your listings.
Here is an overview of the Work As Other Agent feature on i-Tech MLS.
To activate the Work As Other Agent feature:
1. Select Admin then Authorize Agent ID Sharing
2. At the next screen click on Add New ID Sharer
3. At the next screen enter the MLS ID or look up the agent that you want
to authorize to work as you.
4. Once you locate the agent hit Select
5. A message confirming that you want to authorize this agent to your list
of sharers appears. Simply select OK.
*By default the Authorize Agent ID Sharing is turned off.
*Simply click on the On bubble to turn the access on.
*Simply click on the Off bubble to stop the ID sharing.
*You can add multiple ID Sharers or delete sharers by selecting Delete.
Now that authorization has been given, your assistant or another agent can work as you by following
the instructions below.
1. Click on the down arrow to the right of the Work as Other Agent icon on the top right of the screen
and select Work as Other Agent.
2. Click on the agent ID link of the agent you are working as. The screen will blink to confirm the
action.
3. Once you are done and want to work as yourself, simply click on the Work as Other agent on the
top right of the screen and select Work as Yourself.
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Knowledge Base 07/07/14