--- title: Edit your Brokerage Members Accounts description: Edit your Brokerage Members Accounts --- [Skip to content](https://knowledge.nexone.ca/en-ca/edit-your-brokerage-members-accounts#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage) December 24, 2025 # Edit your Brokerage Members Accounts As the Back Office, you have ability to configure your members accounts. Follow the instructions below on how to do so: 1. Navigate to ![9dc82d6b-5ed0-4da9-a0e7-e0e2f772b1b2](https://knowledge.nexone.ca/hs-fs/hubfs/9dc82d6b-5ed0-4da9-a0e7-e0e2f772b1b2.png?width=141&height=41&name=9dc82d6b-5ed0-4da9-a0e7-e0e2f772b1b2.png)   ![](blob:https://nexone.atlassian.net/9dc82d6b-5ed0-4da9-a0e7-e0e2f772b1b2#media-blob-url=true&id=d062e67c-ff1c-49d7-83c9-d65d6d63befc&collection=contentId-40370265&contextId=40370265&width=141&height=41&alt=) 2. Enter the![e189b4f4-2380-44a9-8b38-59a7f6d6ce62](https://knowledge.nexone.ca/hs-fs/hubfs/e189b4f4-2380-44a9-8b38-59a7f6d6ce62.png?width=90&height=46&name=e189b4f4-2380-44a9-8b38-59a7f6d6ce62.png)![](blob:https://nexone.atlassian.net/e189b4f4-2380-44a9-8b38-59a7f6d6ce62) section 3. For each agent, under the![1d6228a6-5604-4d9f-93ce-38d22d8f818c](https://knowledge.nexone.ca/hs-fs/hubfs/1d6228a6-5604-4d9f-93ce-38d22d8f818c.png?width=56&height=29&name=1d6228a6-5604-4d9f-93ce-38d22d8f818c.png) ![](blob:https://nexone.atlassian.net/1d6228a6-5604-4d9f-93ce-38d22d8f818c) column, click![b48bb2d1-6154-41af-b043-2d11693a9c58](https://knowledge.nexone.ca/hs-fs/hubfs/b48bb2d1-6154-41af-b043-2d11693a9c58.png?width=56&height=30&name=b48bb2d1-6154-41af-b043-2d11693a9c58.png) ![](blob:https://nexone.atlassian.net/b48bb2d1-6154-41af-b043-2d11693a9c58) . ![67261826-b4cc-46b6-84f9-632b447bf492](https://knowledge.nexone.ca/hs-fs/hubfs/67261826-b4cc-46b6-84f9-632b447bf492.png?width=670&height=295&name=67261826-b4cc-46b6-84f9-632b447bf492.png)![e2f0b9db-1f0e-4538-9b1a-1ecfb3c76cb4](https://knowledge.nexone.ca/hs-fs/hubfs/e2f0b9db-1f0e-4538-9b1a-1ecfb3c76cb4.png?width=670&height=325&name=e2f0b9db-1f0e-4538-9b1a-1ecfb3c76cb4.png) ![c5149ca0-02a5-4c3f-9a89-239d59300789](https://knowledge.nexone.ca/hs-fs/hubfs/c5149ca0-02a5-4c3f-9a89-239d59300789.png?width=670&height=300&name=c5149ca0-02a5-4c3f-9a89-239d59300789.png)   ![](blob:https://nexone.atlassian.net/67261826-b4cc-46b6-84f9-632b447bf492#media-blob-url=true&id=c2c29208-501d-4b4c-9d71-f79ea55ed3c8&collection=contentId-40370265&contextId=40370265&width=1428&height=629&alt=)   ![](blob:https://nexone.atlassian.net/e2f0b9db-1f0e-4538-9b1a-1ecfb3c76cb4#media-blob-url=true&id=9cd91aa3-fcd8-4895-95db-1bd0081a8de8&collection=contentId-40370265&contextId=40370265&mimeType=image%2Fpng&name=ice_screenshot_20230206-104246.png&size=94604&width=1399&height=679&alt=)   ![](blob:https://nexone.atlassian.net/c5149ca0-02a5-4c3f-9a89-239d59300789#media-blob-url=true&id=c0d774a8-228b-41c9-b1b7-fb051e0bcc50&collection=contentId-40370265&contextId=40370265&mimeType=image%2Fpng&name=ice_screenshot_20230206-105246.png&size=34272&width=1040&height=465&alt=)  ![cb497fb4-cafb-4266-afde-f9d3baa628a4](https://knowledge.nexone.ca/hs-fs/hubfs/cb497fb4-cafb-4266-afde-f9d3baa628a4.png?width=580&height=358&name=cb497fb4-cafb-4266-afde-f9d3baa628a4.png) ![](blob:https://nexone.atlassian.net/cb497fb4-cafb-4266-afde-f9d3baa628a4#media-blob-url=true&id=4e2f7ba2-0161-48cc-a167-92d48b34668d&collection=contentId-40370265&contextId=40370265&mimeType=image%2Fpng&name=ice_screenshot_20230206-105638.png&size=16763&width=435&height=269&alt=) Change their plan Set the plan for your brokerage members by clicking into the **Plan** field. A drop down list will display all available plans. You are able to set more than one plan to an agent's account. For example: **Premium Plus** + **Submissions** Change their role Change the role of your members according to their role in your brokerage. Broker of Record or Owners of the Brokerage are set as **Owner.** Administrators are usually set as **Transaction Managers,** but a head admin with a larger role and responsibility can be set as a **Delegate**. Agents are set to a **User** role. Change their Org Unit With the ability to create teams and offices, it is important that your team members are under the appropriate **Org Unit**. Expand the drop down list to see the selection of **teams** and/or **offices** under the main brokerage. - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#general) - [Accounts & Billings](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#accounts-billings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#transactions) - [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms) - [Electronic Signatures](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#electronic-signatures) - [Activities](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#activities) - [Calendars and Scheduling](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#calendars-and-scheduling) - [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage) - [Teams & Sharing](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#teams-sharing) - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#integrations) - [Common Trouble Shooting](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#common-trouble-shooting) - [what's New?](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#whats-new) - [Get a 1-on-1 training](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#get-a-1-on-1-training) - [Processing the File for 121QA Service](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#processing-the-file-for-121qa-service) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#main-content) - [Dashboard (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-new-version) - [Signature (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#signature-new-version) - [Listings (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-new-version) - [Buyer Agreements (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#buyer-agreements-new-version) - [Transactions (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-new-version) - [Accounting (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#accounting-not-updated-old-version) - [Calendar (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#calendar-not-updated-old-version) - [Dashboard (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-not-updated-old-version) - [Listings (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-not-updated-old-version) - [Transactions (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-not-updated-old-version) - [Alerts (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#alerts-not-updated-old-version) - [EDM and Signatures (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#edm-and-signatures-not-updated-old-version) - [Statistics (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#statistics-not-updated-old-version) - [Contact (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#contact-not-updated-old-version) - [Communications (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#communications-not-updated-old-version) - [NexOne Forms (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#nexone-forms-not-updated-old-version) - [Tips & Tricks (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#tips-tricks-not-updated-old-version) - [Profile (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#profile-not-updated-old-version) - [Financial Picture (old version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#financial-picture-old-version) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#general) - [Listings](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#listings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#transactions) - [Office & Employees](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#office-employees) - [Documents & Follow-up](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#documents-follow-up) - [Forms](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#forms) - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#integrations) - [Billing](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#billing) - [GoEmail](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#goemail) - [Setup](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#setup) - [FAQ](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#faq) - [Webinar / Ring Central Meeting](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#webinar-ring-central-meeting) - [Tips & Tricks](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#tips-tricks) - [what's new?](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#whats-new) [![LOGO\_KNOWLEDGE\_BASE2-1](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE2-1.svg "LOGO_KNOWLEDGE_BASE2-1")](https://nexone.ca) Copyright NexOne Corporation, All rights reserved 2026-2027. Privacy policy | Cookies