Manage Delegated Transactions as a Broker-Manager

Learn how to access, view, and manage delegated transactions and individual agent accounts across your brokerage.

July 24, 2026 By Ali Romero

This guide demonstrates how to navigate and manage delegated transactions across your entire brokerage. Completing this ensures you can efficiently oversee active listings and step in to assist individual agents with their tasks.

This guide applies to broker-managers and administrators who require global oversight of their team's transactions. Use this workflow during daily operations to monitor brokerage-wide progress or when you need to act on behalf of a specific agent.

Navigate to Delegates

The most efficient way to view your team's workload is through the main transactions dashboard. Because you have full broker-manager access, you are automatically assigned permissions to view transactions for everyone below you in the brokerage.

Step #1: Click the Transactions tab in the main navigation. — Click the **Transactions** tab in the main navigation.

Step #2: Click the Delegates button on the right side of the screen. — Click the **Delegates** button on the right side of the screen.

Understanding Delegate Views

When managing your brokerage, you have multiple ways to view and interact with delegated data.

View / Tab	Purpose
Delegated Transactions	View a global, consolidated list of all active buying and listing transactions currently happening across the entire brokerage.
Accounts	View individual agents and access their specific accounts to work directly on their behalf.
Delegate Logs	Track the historical activity and audit trail of actions performed by delegates on behalf of others.

Managing Individual Accounts

If you need to perform actions for a specific person rather than viewing the global transaction list, you can impersonate their account.

Step #3: Click the Accounts tab to view your roster of agents. — Click the **Accounts** tab to view your roster of agents.

Step #4: Click Access Account next to the specific agent you want to assist. — Click **Access Account** next to the specific agent you want to assist.

You are now acting inside that agent's individual workspace. You will only see the transactions and contacts assigned to them.

Step #5: Click Transactions in the sidebar to manage their specific listings or purchases. — Click **Transactions** in the sidebar to manage their specific listings or purchases.

Alternative: Access Delegates via Settings

You can also access the Delegates dashboard through your profile settings.

Step #6: Click the Gear icon in the top navigation to open your account settings. — Click the **Gear icon** in the top navigation to open your account settings.

Step #7: Click Delegates in the left-hand menu. — Click **Delegates** in the left-hand menu.

Reviewing Delegate Activity

Step #8: Click Delegate Logs to view a history of tasks completed on behalf of others. — Click **Delegate Logs** to view a history of tasks completed on behalf of others.

Any action you take for another agent (such as sending wire fraud disclosures) is securely logged here so the agent can see what was done on their behalf.

Q: What is the difference between Delegated Transactions and Accounts?

A: Delegated Transactions provides a global list of all active listings and purchases across the brokerage. The Accounts tab lets you view individual agents and log into their specific workspace to manage tasks on their behalf.

Q: Do I need to manually assign delegates to my account?

A: No. Because you have the broker-manager role, access to your agents' accounts is granted automatically.

Q: Are actions I take on behalf of another agent tracked?

A: Yes. Any task you complete while logged into an agent's account, such as sending wire fraud disclosures, is recorded in the Delegate Logs.

Term	Definition
Broker-Manager	A user role that grants global access to view and manage transactions for all agents within a brokerage.
Delegated Transactions	A consolidated dashboard displaying all active property listings and purchases across the entire brokerage.
Delegate Logs	An audit trail recording the actions performed by a user on behalf of another agent.