Managing Users & Teams

Adding a New User to DepositLink

Step 1: In the left sidebar menu, click the Agents/Teams tab.
Step 2: Click the + New Agent button.
Step 3: Enter the user's information: Name, Email, and Mobile Phone Number are required.
Step 4: Click on Choose Role to select the user's role. For more information see User Roles & Permissions.
Step 5: Assign the user's Office and Team if applicable.

*The Read Only option will allow the user to view deals/transactions in DepositLink only. They will not have the ability to create deals.

Clicking Add & Activate will send a welcome email from DepositLink to the user to create a password.

Clicking Add as Inactive will add the user to the account as Archived. No activation email is triggered.

Adding a New Team to DepositLink

Step 1: Go to the “Offices” tab and click View Details next to the office the team will be added to.
Step 2: Click on Teams.
Step 3: Click the + New Team button.
Step 4: Enter the Team Name.
Step 5: Click the Create New Team button.
Step 6: Success! The new team has been created.

From here, you’ll be able to add new agents directly to the team.

Assigning Users to a Team

Step 1: In the left sidebar menu, click the Agent/Teams tab.
Step 2: Locate the agent and click on the three-dot menu to the right.
Step 3: Select Edit Agent.
Step 4: On the next screen, select the Role section on the left.
Step 5: Using the Select Team dropdown, choose the appropriate office/team, and click Save.
Step 6: Success! You have assigned an Agent's Team.
Step 7: Click Close to exit.

Archiving a User

Step 1: In the left sidebar menu, click the Agent/Teams tab.
Step 2: Locate the user that needs to be archived, and click on the three-dot menu to the right of their name.
Step 3: Click on Archive. Alternatively, you can also click View Details and then Archive on the next page.
Step 4: Success! You have archived a user.

After you have archived a user, they will be moved to the Archived Users list, and will no longer have access to their DepositLink account.

Activating an Archived User

Step 1: In the left sidebar menu, click the Agent/Teams tab.
Step 2: Click the purple link: View Archived Agents and locate the user that needs to be activated, then click on the three-dot menu to the right of their name.
Step 3: Click on Activate. Alternatively, you can also click View Details and then Activate on the next page.
Step 4: Success! You have activated the user.

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