Seeing the dashboard as one of your agents: where the button is, how to get back, and what is recorded while you are in there.
This guide is part of the documentation for active BrokerChamp brokerages.
Already a BrokerChamp brokerage?
How admin access works in BrokerChamp: a flag on the profile, then thirteen capability checkboxes. There are no named roles.
What board memberships are for in BrokerChamp: property search on landing pages and website widgets, and a directory filter. Not reporting, and not message targeting.
What staff records are for and how they differ from agents: groups, titles, where a group can be displayed publicly, and why admin access is set somewhere else entirely.
Finding people in your brokerage: searching the directory, the filters admins get, and why an agent you expect to see may not be listed.
Agent reports: "I can't see my transactions" 1. Admin opens agent profile 2. Clicks "Login As [Agent Name]" 3. Confirms login 4. Views dashboard as agent 5. Sees transactions are visible 6. Checks permissions 7. Discovers agent was looking in wrong section 8. Logs out and contacts agent with guidance