Manage Agents & Owners

[TOC]

Overview

Agents and owners are the people responsible for listing properties on your website. Each property can only be assigned to one agent or owner at a time. You can create as many agents and owners as your business requires.

The key difference between an agent and an owner is that an agent can be associated with a company, while an owner cannot belong to any company.

Note: Only agents and owners can submit properties from the front-end of OS Property.

Agents & Owners List

From the Agents panel, you can view and manage all agents and owners in the system. The list supports:

  • Search by keyword
  • Filter by company or by Published/Unpublished status
  • Sort by name or other columns

The list displays the following columns:

Column Description
Type Whether the entry is an Agent or an Owner
Agent/Owner Name Full name of the agent or owner
User The linked Joomla! user account used to log in at the front-end
Company The company the agent belongs to (agents only)
Email Contact email address
Featured Whether the agent is marked as featured
Published Current approval/activation status

When an agent or owner has submitted a registration request that is pending approval, the Request to Approval column will show an alert so the administrator can review and approve the account.

Add / Edit Agent or Owner

To add a new agent or owner, click the New button in the toolbar. To edit an existing one, click on their name or select them from the list and click Edit.

Note: You must create company records before any company will appear in the "Company" dropdown.

Fill in the form fields as described below. The Name, Joomla! User, and Email fields are required. Completing the remaining fields is recommended for the best front-end experience.

Field Description
Agent/Owner Name Full name of the agent or owner
Alias URL-friendly alias. Leave empty to have the system generate one automatically. Must be unique.
User The linked Joomla! user account. The agent/owner uses this account to log in at the front-end.
Company The company the agent belongs to. Owners cannot be assigned to a company.
Email Email address
Phone Primary phone number
Mobile Mobile/cell phone number
Fax Fax number
License Professional license number or identifier
Published Controls whether this agent/owner is active and visible in the system
Bio Biographical description displayed on the agent's profile page
Country Country of the agent/owner. This field is hidden when a single default country is configured.
State State or province
City City
Address Street address, district, or unit number
Photo Profile photo of the agent/owner

Click Save to save and return to the list, Apply to save without leaving the form, or Cancel to discard changes.

Multiple Languages

When your Joomla site has more than one language installed, a Translation tab will appear on the agent edit page. This tab lists all additional languages (excluding the main language shown on the Main tab).

The following field is available per language:

Bio — Biographical text in the corresponding language.

Joomla User Integration

Each agent or owner must be linked to a Joomla! user account. When someone registers as an agent or owner from the front-end, a corresponding Joomla! user account is automatically created for them.

To create separate front-end sections accessible only to agents/owners (and not regular Joomla users), assign a dedicated Joomla user group for agents/owners in the Configuration page. When group X is assigned:

  • All agents/owners will belong to both the Registered group and group X
  • You can configure Joomla! access levels and menus restricted to group X
  • Regular Joomla users will not see those restricted menus

The same approach can be applied to Company Administrators.

Important: OS Property does not automatically manage the case where a single user belongs to both the Agent/Owner group and the Company Administrator group. If a user is manually added to both roles, you will need to handle the resulting access configuration manually.