LiveBy has launched a new feature for LiveBy Local (LBL) accounts that give customers complete control over who can sign up! This feature enhances security and user adoption rates by addressing a previous loophole allowing anyone to sign up without additional security measures. The user invite system allows account owners to invite team members and restrict access to authorized individuals, streamlining user management and ensuring a secure environment. Users can be invited through link sharing, uploading email addresses, or individual invites, and admins have the ability to delete users who are no longer affiliated with their brokerage. The system also includes automated reminders and clear sender identification to increase user adoption and foster a positive experience!
How do I invite users?
1. Log into your LBL Admin account. (If you do not have Admin access yet, please contact our support team at support@liveby.com)
- NOTE if your agency signs in through SSO, there is no reason to proceed with the following steps as you and your users would just sign in with your existing account on the page setup for SSO
2. Navigate to the "My Team" option in the top right-hand corner. Note, you will not see the "My Team" option if you are not an account Admin.
3. You will now see an "Invite Users" button. From here you can:
A: Add an individual user by entering their email address and clicking the "invite" button.
B: Upload a bulk list by selecting "Bulk" and enter in comma-separated email addresses
C: Upload a CSV file of users
Once a user is invited, they will receive a daily email reminder promting they set up their LiveBy Local account or unsubscribe
How does the User Invite System work?
When an Account Admin sends out an invitation, the recipient will receive a link that directs them to a signup screen. At the signup screen, the recipient will be prompted to confirm their name, email and set a password for their account. Once this step is completed, they will be guided to add their branding information, including their website, photo, and the email they want to display in the LiveBy Local deliverables. This process ensures a smooth onboarding experience and lets users personalize their accounts with their branding details.
Who can invite users?
Only users who are designated as Account Admins can invite and manage users on their accounts. The name and email address of the admin who initiated the invitation will be clearly displayed as the sender, ensuring transparency and easy identification for the recipients. Be sure only to invite real estate professionals and not consumers.
I need admin-level controls; how do I become an admin?
To obtain admin-level controls, please contact our support team at support@liveby.com. They will guide you through the process and assist you in becoming an account admin.
How do I know if I am an admin?
You can easily identify if you are an admin by checking for the presence of a "My Team" tab on the upper right side of your LiveBy Local home screen when you are logged in. If you see the "My Team" tab, it means you have admin privileges and can manage users on your account.
Will there be any impact on existing user accounts?
No, there will be no impact on existing user and admin accounts as a result of this update.
Can I invite multiple users at a time?
Absolutely! The user invite system provides several options to invite multiple people simultaneously. You can use the Bulk option, which allows you to enter multiple email addresses separated by commas, enabling you to invite multiple users with just one action. Additionally, you can utilize the CSV option, where you can upload a CSV table containing any number of email addresses, making it convenient to invite a large group of users in one go. These features streamline the process of inviting multiple users, saving you time and effort.
What happens if someone forwards the invite email to others?
The link in the invite is valid for only one registration and only allows the account to be set up on the recipient’s email address.
How do I delete and manage my users?
To delete and manage users, go to the My Team page and locate the user table. On the right-hand side of each user entry, you will find three dots. Clicking on those dots will provide you with options, including deleting the user. Please refer to the screenshot below for visual guidance.
What happens when a user is deleted?
When a user is deleted, they will no longer be able to log in to their account. Additionally, any linked Market Reports or Community guides that they have previously shared will indicate to consumers that the agent no longer has an account associated with your organization. This ensures that consumers are informed about the change in the agent's account status and helps maintain transparency in your organization's interactions with consumers.
What does it mean when names are greyed out on the My Teams page?
When a user name is greyed out or ghosted within your My Team page, it simply means the user is not active because they have not yet verified their email address from the prompt LiveBy sent out to do so.
How many reminders will be sent to invitees until they sign up?
Invitees will receive automated daily reminders until they sign up for LiveBy Local. These reminders are designed to ensure that users do not miss the opportunity to create their LiveBy Local account. However, we understand that not all users may require reminders, so agents can unsubscribe from these reminders if they choose to do so. This approach helps balance encouraging user activation and respecting individual preferences.
What information is required from invitees during the onboarding process?
Invitees will be asked to enter their name, establish a password, and add a profile picture, website URL, and email address.
How do I upload my profile image?
https://liveby.zendesk.com/hc/en-us/articles/4404329818516-How-do-I-update-my-profile-photo-
Is there an expiration date for invite links?
An invite link generated for the user invite system remains valid for one month after it has been generated. This means that recipients have a month-long window to use the invite link and sign up for LiveBy Local. If the invite link expires before it is used, recipients will no longer be able to access the signup process through that particular link. In such cases, they can contact the invitation sender to request a new invitation and receive an updated link for sign-up.
How long is an email invite link valid?
Both invitations sent to email addresses and those shared via the Shareable Invite Link are valid for a period of one month from the time they were generated. Recipients have up to one month to use the invite link and proceed with the LiveBy Local account setup process. After the expiration of this period, the invite link will no longer be functional, and recipients will need to request a new invitation if they wish to sign up.
What happens if an invitee forwards the invitation link to another person?
If an invitee forwards the Shareable Invite Link to another person, that person can sign up using the forwarded link. It's important to exercise caution and discretion when sharing the link to ensure that it is only sent to the intended team members whom you would like to invite. To maintain control over who can access the invitation, it is recommended to share the link only with the desired recipients to avoid unauthorized sign-ups.
What should I do if I encounter any issues or have further questions about the User Invite System?
If you come across any issues or have additional questions regarding the User Invite System, please don't hesitate to reach out to us at support@liveby.com. Our dedicated support team is ready to assist you and provide the necessary guidance and solutions to ensure a smooth experience with the User Invite System. Feel free to contact us, and we'll be happy to help you.
Are there any additional costs associated with using the User Invite System?
No, the User Invite System is free to use with LiveBy Local.
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