To see a list of all TotalBrokerage users in your brokerage, follow these steps.
Navigate to Setup → Accounts.
This page displays all TotalBrokerage users (Active and Disabled).
Note: The banner at the top will show the number of Active Accounts and the total of Allowed Accounts (the maximum number of users for your brokerage).
GENERAL SEARCH
To find a specific user, use the search bar at the top.
Click on a person's name to open their account page.
FILTERED SEARCH
If you would like to search for specific criteria, use the 'Add Filter' button
You can search by Category or use All to view the full list.
Use the choices to Search for Names, Emails, Mobile Phone Numbers, Teams, Offices, Role Permissions, Account Status (Enabled or Disabled).
Role Category: Search for specific brokerage, office, or team roles.
Team Roles: Use the dropdown menu to select the Team roles you want to search for.
Team Selection: If applicable, use the dropdown menu to choose the specific team for the relevant roles by clicking in the 'has roles for:' box and click on your selections.
Team Member Search: Use the General Team Member field to search for accounts on a team with roles, without roles, or not on a team at all.
Account Details
Please see this guide for instructions on creating Account Details.
Once your parameters are set, click Search.
Customize the columns in your user table with the Gear icon:
Clicking on the gear icon will open the Column Configuration window.
Reorder: This shows the current tabs. Click & hold the icon to the left of the name to rearrange the order.
Add / Remove: This displays the available columns. Check the box to add the column to the list.
Click "Save" to apply the column configuration temporarily.
Click "Save as Default" to make this your permanent column setup.
Your view will then refresh to display your chosen columns.