Real Estate: Administrator Account Set Up Process

Real Estate: Administrator Account Set Up Process

Purpose

Use this process to have an Administrator set up in TIMX. An Administrator is someone who will enroll warranties on behalf of the Real Estate Agent.

Guidelines

Admin accounts must be set up through TIMX, unlike an agent account, which is set up in the Agent Resource Center (ARC)

To set up an Admin account in TIMX, we need: 
  1. The Admin’s name
  2. The email address they want to use as their username
  3. The office they need to be tied to
    1. IF tied to the Main, THEN the Admin will have access to every office that reports to the main office.
    2. IF tied to the Branch, THEN the Admin will only have access to that branch office

Sample of Admin Account Setup Request

Below is a sample email request to set up an admin account:



Process

  1. Search TIMX for the Admin’s name.  For this example, the name both "Barb" and "Barbara" are being used to search:




  2. If the administrator is not in the system, click Add to create a new Distribution Channel, then click Yes to confirm.



  3. Enter the Admin’s name in the top Name field,

    1. Select Basic for the PGM

    2.  Administrator for the BUS TYPE.




  4. Refer to the office account on a separate screen to fill in the information for the Admin account.



  5. Use the Admin's email address in the email field. This email address will be their ARC Username.

    1. Once an email is used as the username, it cannot be changed or used again for a different account



  6. The RASL for the Admin account will match the RASL for the office they are tied to.





Acquisition Cost Setup Tab:

  1. Distb Mech Code:Bottomline Laser Check
    Disb Acct Descr: HMS National
    Use Only for payment of acquisition cost?YES
    Is Distb Chnl allowed to withhold acquisition cost?YES
    Are we allowed to deduct cancellations from acquisition payment?NO

  2. Change the Distb Chanl Type Code from Main to ADMINISTRATOR



  3. Save


Cross Reference Tab

  1. Cross Reference Type Code: ADMINISTRATOR



  2. Copy the MB# for the office.


  3. Paste the office MB# into the Distb Chnl Associated With field and hit tab.
    1. The Office Type Code and Name will automatically populate
    2. Enter today's date as the Effective Date.


       

Comments Tab:

  1. Comment Title: New Admin
  2. Enter Comments: After the date, enter how you got the information and then put your name.


  3. Save



  4. Send the Registration Email to the Administrator by clicking the Email button
    1. If the email was successful, then you will see a pop-up box saying the Email was sent to the Administrator.
    2. If there is an issue with the account setup or the email address, you will receive an error message



  5. Once the Registration Email is sent, the Administrator has 48 hours to click on the link in their email to complete the process of setting up their account.
    1. After the 48 hours, the link expires and will need to be resent.