Staff > OSL User tab
The OSL User tab is where you setup and manage the Staff member’s access to OSL Office Live or OSL Agent Live.
TABLE OF CONTENTS
- New Users
- Create username and password
- Select Office Live or Agent Live
- Default Listing Type
- Email the user name & password
- User levels
- Delete a User account
- OSL User Notes
Everyone that you want to have access to OSL Office Live must have their own login. This includes Administrators managers and Agents.
New Users
Giving access to the program is a 4 step process;
- Create a username and password
- Decide OSL Office or Agent Live program
- and set their user rights
- Email them their username/password
Create username and password
Click on the Add button to create a new username and password,
Their work email is auto added as their username
The staff member’s password will be automatically generated – you cannot see the users password
Select OSL Office or OSL Agent
Select either OSL Office (for office administrators) or OSL Agent (for selling Agents)
The OSL Website user option is for external users. If you have a design company running your OSL website. An OSL Website users only has access to your OSL website.
Office user
Users cannot create a user account > their own user level
Agent user
If you have selected Agent then these are the available options
View listings
Use the view listings option to set the listings the agent can view;
- Own – only their own listings ( not used very often)
- Office – view all listings in the Office
- Company – view all listing in your Company (multi Office)
Edit their listings
Allow the Agent to Edit their Listings Yes/No. ( very often set to Yes)
Agents can only edit their own listings
Default Listing Type
Important. This option sets the users default listing type.
The default listing type will be the same as for your office. Changing the default listing type will change how the program displays listing information. There are four options to choose from:
- Residential
- Commercial
- Business
- and Rural
In recent years more and more real estate companies allow Agents to edit Listings where they are either agent 1 or agent 2 on a listing. A full audit trail is maintained of all changes made to a listing. Editing a listing does not allow the Agent to change the listing status, this is controlled by Admin users.
Email the user name & password
Done! You have created a login for your staff member.
Click on the Email button to email them their login details.
The user emails will be sent from mailer@osloffice.com. Make sure the user checks their junk/spam folder if you haven’t received the email after a few minutes.
User levels
What do the different user levels mean?
These are in order from Lowest to Highest.
Website [1]
Use this user level if you are wanting to give access to your website for a person user that maybe managing your website. Or if you want to give temporary access to a SEO company.
Admin Lite [4]
User has access to; Listings, create listings , change ;listing status to Available and withdrawn but cant change to Conditional., Promotions, People, Staff, Dashboard – current office no Sales
Administrator [5]
User has access to; Listings, Sales, Promotions, People, Staff, Dashboard KPI’s – current office + Sales tab
Company Lite [6]
User has access to; Listings, Sales, Promotions, People, Staff YTD earnings, Dashboard KPI’s – multi office + Sales tab, Settings of their office
Company [8]
User has access to; Listings, Sales, Promotions, People, Staff YTD earnings, Staff Dashboard KPI’s – multi office + Sales tab and the option to view Dashboard KPI’s by salesperson., the Settings of all offices the company
Every office should have a Company level user
Group level [9])
For clients using the real estate group module. This allows user to view information across multiple companies within a real estate group.
Can only be set up by OSL helpdesk
Delete a User account
You can remove a staff members access by clicking on the Delete button on the OSL User tab
OSL User Notes
- When an Agent leaves your company Delete their user login & unpublish their profile.
- You can only create a user login for Active agents.
- User access can only be created for staff with an email address entered.
- You can only create user accounts up to the same level as yourself
- User accounts that have not used for more than 1 year will be removed.
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