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Work in the right client workspace

Getting started · Agency owners · Reviewed

Navigate the agency directory without mixing an office's properties or marketing profiles.

Choose the office before you work

  1. In the agency console, search or filter the workspace directory. Check the office name and whether the entry is a client or test workspace.
  2. Use Open workspace to enter the office in its separate tab. Confirm the header before creating a property or changing an agent profile.
  3. Reopen the original property for updates. Do not create another workspace for each agent or each listing.

Profiles and readiness

The agency roster and launch-readiness views summarize the workspaces you are authorized to manage. A visible saved setting is not proof of successful external delivery. Moving a marketing profile between offices does not move its old published properties or grant the person a login.

Help follows the surface

Use the agency walkthrough for the directory and each office's own Help & walkthroughs for its tools. The help center describes the product but never grants access to a workspace.

This article provides guidance only. Reading it does not change your workspace, publish a property or submit a support request.

Work in the right client workspace | AutomatedRE Help