Adding Users and Setting Permissions

Add your team members to AgentLoft and control what each person can do with roles and individual permissions.

Add a new user

1. Click the Settings tab (gear icon) and go to Users.
2. Click Create User and enter the new team member's details.

Settings menu — Users panel with Create User button

Set a user's role and permissions

1. In the Users list, click the user's name (hyperlinked in blue) to open their profile.
2. Under Manage Permissions, select a role:
3. Primary Manager
4. Manager
5. Agent
6. Blogger
7. Optionally, toggle individual permissions such as Manage Leads, Manage Saved Searches, and Author Blogs to fine-tune access.
8. Click Update Permissions to save.

User profile — Manage Permissions role dropdown and toggles

Note: Roles set a sensible default; the individual toggles let you grant or remove specific abilities without changing someone's role.

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Need help? Email support@agentloft.com.