Many brokerages have multiple offices, some grown organically and others acquired, that use different branding or business types for each. With Brokermint, you are able to add all of your offices to one account while still providing each office its own personalized dashboard and required compliance model.
If you would like to add multiple sub-accounts to your Brokermint account, you should be on an enterprise plan. To be able to set up each office in the way you need or run whole company versus individual office reports, then please send this request to firstname.lastname@example.org or use our online support chat to have this feature enabled for you.
To be able to access different sub-accounts please navigate to the Account section under the USER tab, select the required office and click on the Switch here button.
You can also make a quick account switch using the drop-down list option from the left-hand side menu.
In order to add a user to another sub-account, you first need to create a transaction in the account that the user already has access to, then add this user to that transaction, click the edit link from the left-hand side menu, and lastly select the Move to... option from the drop-down list. If this option is not available please contact your account administrator and request they enable this permission for you.
After these steps are done you will be able to select the required account.
Once the Confirm button is selected the transaction will become available at the new sub-account. Users assigned to this transaction will now have then been given access to this sub-account. You can then continue to move this transaction into whatever sub-account they still need new access to. Once the moving is completed, you can delete the transaction.
If you want to remove a user from one of the sub-accounts, please send the request to email@example.com or use our online support chat for assistance.
In case you would like to check how many users you have across all your sub-accounts, you will find this information under the Users section within any of your sub-account, which shows the number of active users within the associated sub-account and the total amount of active users among all accounts.
Users who have access to different sub-accounts may have different levels of permissions in each account. Changing a user’s permissions needs to be done by any user who has access to the Users section. Permissions can be updated per user from within their user profile in the associated sub-account. To be able to adjust the permission level, please navigate to the Users tab, select the appropriate user, and click the Permissions field to see the user configuration drop-down list. Please remember that the role of the user does not determine any permissions.