Adding a new user in Homebase

Adding a new user in Homebase

Please follow the steps below;

  1. Go to homebase.sutton.com and enter your full Sutton.com username and password.
  2. Select Franchise Administrator from the 'My Apps & Tools' in the red ribbon at the top.
  3. Select 'Add a user' from the tabs on the left. You must fill out all the fields with a red asterix as they are mandatory for the set up process, and everything else is optional.
  4. The first page that appears is the 'Setup a new account' page. This page requires you to enter the first name and last name of the agent and select a username for them. Hit 'Save and continue' in order to go to the next step.
  5. The second page is the 'Contact information' page. Uploading a profile photo (under 1MB in size) is optional, but adding either an alternate email address or phone number is mandatory. Hit 'Save and continue' in order to go to the next step.
  6. The third page is the 'Offices' page. Select your office from the down bar and click on 'Add office'. Under the role field, select the type of user you're adding to the system and then hit 'Save and continue'.
  7. The 'Team' page that appears is for users that are part of a team, such as a husband and wife team or just a team of agents that work together.If you wish to skip this step, just click on 'Save and continue'.
  8. The 'Web' section is where you have the option to add the link to a personal website the user might have that they'd like to appear on their Sutton.com profile. This section is also where you can select whether or not the user appears on our site.
  9. The "Referral" section is linked the the Sutton Referral app. This is where your app profile information is pulled from. Have the agent send you their desired info or have them edit this section themselves. You can save or skip this section by pressing 'Save and continue'.
  10. The next page that appears is the 'Other information' page that gives you the option to fill out the agent's bio, enter a commission rate, language, specialties and designations, board ID and CREA ID. The CREA ID is mandatory for the set up process. If you are adding an office administrator, just enter '0'. Remember to hit 'Save and continue'.
  11. The very last page that appears is the 'Account changes saved' page where you send the invite email to the user. The system will automatically input the alternate email if you've provided one. If you haven't, you must enter one at this time.
  12. The email contains a link where the user can go into their account and set their own password for Homebase. Make sure to hit 'Send Email'.

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