(Note - if you simply want to add them by hand, here is how to do that.)
If you have a lot of agents or users on your team(s), download this spreadsheet, and complete as much information you have for your users. Then, open a chat with us in our chat widget (lower right of screen) and send us the file in there and we will import it into your Sisu platform.
The required fields are First Name, Last Name, Email Address, Phone Number. These fields are designated required in the spreadsheet with an asterisk.
Sisu Team allows for users to be associated to multiple teams. For example, if you want dashboards and displays for agents in separate geographic locations, and the brokerage owner to view both team locations just designate the multiple teams that the user is associated;
- Brokerage Owner: Team1 = Smith Real Estate Adminstration, Team2 = Location 1 Team Name, Team3 = Location2 Team Name
- Agent in Location 1: Team1 = Location1 Team Name
- Agent in Location 2: Team1 = Location2 Team Name
If you do not want to have multiple teams, then use only one Team1 designation.