Find the right agents faster. The Users page lets you choose which columns to display, sort your list, and save your setup. If you've used custom views on Transactions or Contacts, this works the same way.
What you'll see
When you open the Users page, you'll see four columns by default:
Name
Email
Status (Active and Onboarding users shown; Former users hidden)
Role
Three preset views are ready to use: Active (default), Onboarding, and Former.
How to customize your views
Add or remove columns
Click current view > Edit view
Click add columns for the columns you want to see; click "x" to remove those you don't
When all set, click Save
Column | What it shows |
Reports To | The office the agent reports to |
Birthday | Agent's date of birth |
Anniversary | Date the agent joined your brokerage |
Phone Number | Primary contact number |
Team | Team assignment (if applicable) |
License Expiration | When the agent's license expires |
Pro tips:
The Active, Onboarding, and Former views handle most daily needs.
Name views by task. "License Check" is clearer than "My Custom View 2"
Only add what you need for the task at hand.
Sort by both Status and Reports To to narrow down quickly.
Keep your dropdown clean by removing views you no longer use.
Sort your list
Click a column header to sort the table by that column in ascending or descending order.
Create new view
Click current view > Create new...
Click add column for the columns you want to see; click "x" to remove those you don't.
When all set, click Save
Your saved views appear in the view dropdown. Switch between them anytime.
Search for users
Use this field to quickly search through the complete list of your users.
Common scenarios
"Who has a license expiring this month?"
Add the License Expiration column
Filter: License Expiration is this month
Save as "License Renewals"
"I need to see just my office"
Filter: Reports To equals [your office]
Save as "My Office"
"Who's onboarding and not finished?"
Filter: Onboarding equals active
Save as "Onboarding Follow-Up"
"Birthdays this month for recognition"
Add the Birthday column (sort at your convenience)
Filter: Birthday is this month
Save as "Birthdays This Month"
"Anniversaries for retention outreach"
Add the Anniversary column
Filter: Anniversary is this month
Use this to plan retention calls before key milestones