Sub-Account Management & Impersonation
Fix an agent's setup without asking for their password
Give every agent on your roster their own login, then step into any account with one click to see exactly what they see, and step back out just as fast.
- Built for
- Brokerage owner / team lead
- Also for
- Agency owner managing client brokerage accounts
What it does
Sub-Account Management lets brokerage owners provision individual login accounts for every agent on their roster. The Impersonation feature then allows the broker (or an authorized admin) to log in as that agent with a single click, see exactly what the agent sees, troubleshoot issues, and exit back to the master account at any time. A persistent impersonation banner reminds the operator who they are acting as.
Key capabilities
- One-click agent login without sharing passwords
- Nested impersonation supports agency → broker → agent in one session
- Persistent banner across the session shows you're impersonating, with a one-click exit
- Agent password setup link is valid for 7 days; resend a fresh one any time
Good to know
- You can step into the accounts of agents on your own roster; brokers can't step into other brokers' accounts
- If a setup link stops working, send the agent a fresh one
- Removing an agent's account deletes only that agent's data, never your brokerage settings
Why teams choose this
-
Brokers can troubleshoot any agent's dashboard view in seconds without needing credentials
-
An agency can step into a broker's account, and from there into one of that broker's agents, without losing its way back
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Password-setup URL flow onboards new agents without IT intervention
See Sub-Account Management & Impersonation in your stack
Live demo, no commitment. We'll show you how this fits with HighLevel, Follow Up Boss, and your MLS.