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You've got questions... Keller Williams Realty has answers.kw.com

Great tool to search for KW tech solutions.  It's the Keller Williams Knowledgebase, http://answers.kw.com.

Bookmark it in your favorite browser or access it through your WebOffice top menu bar.

Search by keyword:

Search by category:

You've got questions, Keller Williams Realty has answers.kw.com.

Search Box in WebOffice

In the top right hand corner of your WebOffice, i.e. kwmidvale.net, there is a search box that allows you to search Google, Members, Contacts, and Documents. This is a great tool to find information you've placed in your WebOffice.

For example, an agent called me because they couldn't find a copy of "For your protection, get a home Inspection" document. I had no idea where it was stored in their WebOffice. So I pointed out to them the search box in the top right hand corner and told them how to use it. They were surprised that they never saw it before or knew how to use it.

I'm sure I'll be getting a lot less phone calls now that they know where to look.

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Giving a user administrator-level access in your WebOffice

Many sites choose to have several site administrators. That way, several members can share the responsibility of managing the site. To give another user administrator-level access, open their member profile and modify their access level.

Note: When you give members administrator-level access, they have access to important security and permissions features.

To assign administrator-level access:

1. In the Members list, find the member whose access level you want to change by browsing or searching for it.

2. Click the name in the list to display member details.

3. Click the Edit button in the Command Bar.

4. Scroll down to the bottom of the page where there are permission settings. Under Access Level, select the Administrator radio button.

5. Click Save in the Command Bar.

Editing and deleting members in your WebOffice

Web office members can change their own member information. They cannot edit other members' information or delete members. Site administrators have editing and deleting access for all member entries.

Note: If you delete a member or edit a member's email address, your changes are automatically reflected in any distribution lists to which that member belongs.

To edit a member:

1. In the Menu, click Members.

2. In the Members list, find the member whose information you want to change by browsing or searching for it.

3. Click the member's name to display the member details.

4. In the Command Bar, click Edit.

5. Change any of the information on any of the tabs:

• General tab: Enter basic information about the member such as member name, email address, and contact information on this tab. This is also the tab you use to set the member's access level, Administrator or Member.

• Address tab: Specify home and business address information on this tab.

• Additional Info tab: Attach a photo, supply additional notes, or birthday and wedding anniversary dates on this tab.

• Member Of tab: Specify the member groups and distribution lists this member belongs to on this tab. To add a member group or distribution list, click the appropriate Modify button, then click the group or distribution list to select it, then click Save.

6. When you are finished editing, click Save.

To delete a member:

1. In the Menu, click Members.

2. In the Members list, find the member you want to delete by browsing or searching for it.

3. Click the member's name to view the member's details.

4. In the Command Bar, click Delete. The Delete Member screen appears.
   
   If you would like to remove all Calendar events scheduled by that member, rather than personal events alone, select the appropriate option.

5. If you’re sure you want to delete the member, click Yes to confirm.

Note: If the member has a WebEx Mail account, the member’s mailbox will be deleted and all emails in the mailbox will be lost. If you want to delete a member but keep the mailbox available, you can change the web office login information for that member so that only administrators can log in and access the mail. Once the mail is forwarded or saved elsewhere, you can then delete the member.