There are two types of searches available:

  • General Search – Quickly search for an account using basic search criteria.
  • Filtered Search – Use specific filters to narrow down your search results.


You can also save your search criteria so you can easily access the same search again later.


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 Apply.



Configure the columns:




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.



SAVING YOUR SEARCH


Once you’ve finished filtering your search parameters, you can save your search criteria for quick and easy access later.

Save your favorite searches so you can quickly return to the information you use most without having to recreate your filters each time.


Create a Search View

  1. Filter and apply your desired search parameters.
  2. Click the Search Views icon. 
  3. Click Add New View. 
  4. Your current search parameters will display. From here, you can:
    • Name this view
    • Make this my default view – You’ll be prompted to select a color for the view.
    • Show on the toolbar – Display the view directly on the toolbar for easy access.
    • Click Save once you’ve made your selections.


Once a View is saved, you’ll see separate tabs for each saved view. 

A star indicates your Default View.


Edit or Add a View

To edit an existing View or add another View, click the Search Views icon. Make your changes and click Save when finished.



To edit or add another view, click the Search Views icon, and Save once changes have been made.