Brokers: Now you can assign an Office Manager in Bright

November 11,  2020

Steve Savoie

To help make it easier for you to assign an Office Manager in Bright, you can now add and modify individuals to have this role directly from the Account & Settings. Watch this video to learn more. 

Here’s how you can assign an individual as an Office Manager from Bright’s Account & Settings:

  • Go to the My Brokerage tab. 
  • Click on Office Managers.   
  • From the Office Managers detail screen, click the Assign an Office Manager button. 
  • Select the individual you want to assign as an Office Manager. You can also search for the individual you want to select by Subscriber ID, Name, or Office ID. 
  • Select the office(s) you want this individual to be assigned as the Office Manager and click Continue. Note: The same individual can be assigned as the Office Manager to more than one office by checking the respective Office ID that is displayed. 
  • Click Done to return to the Office Managers detail screen. 
  • From the Office Managers detail screen, you can review or modify individuals currently assigned as Office Managers. Note: The last individual you assign as an Office Manager for each office will display on your listings and for your offices in Search. If you want a different individual displayed on your listings, you will need to remove the current individual assigned as the Office Manager for that office. 

An email notification will be sent to you and the individual you assign whenever you add or remove them as the designated Office Manager for your office(s).  

Please note:  If you wish to give any person you assigned as an Office Manager the ability to approve or decline new application requests to join to Bright, including agent office transfers, you will need to add them as an Authorized Signer. To learn more on how to add an individual in your office as an Authorized Signer, go to this article. 

 

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