Your role as a broker

How does someone become a broker?

A community admin gives the broker role from the admin panel. You then see the Broker Panel link.

Only a community admin can make someone a broker. You cannot ask for the role from your own account.

The admin opens the member's account in the admin panel. They set Role to Broker and save.

After you become a broker

1. Sign in as usual.
2. Look at the bar at the top of the page. You now see Broker Panel.
3. Press Broker Panel to open it.

If you do not see the link, sign out and sign in again. If it is still missing, ask your admin to check your role.

When the role ends

If you stop being a broker, ask your admin to change your role back to Member. The Broker Panel link then disappears. Your notes and decisions stay on record with your name.

Brokers who are also admins see the admin panel link instead. From inside the Broker Panel, admins also see Full Admin Panel at the bottom of the menu.

More guides in this topic

• What is a broker or coordinator?
• What can a broker do, and what is only for admins?
• Finding your way around the Broker Panel
• Using the Broker Dashboard
• Changing the Broker Panel settings

Still need help?

If you can't find what you need, get in touch and a person will help you.