Add/Request/Remove Leadership Roles for an Associate

Market Center leadership roles drive access to reports and tools in the KW System. There are two levels of leadership roles for a Market Center. The first set of roles can't be added by anyone in the Market Center, but must be approved by the region. For the following roles, the Market Center's Operating Principal (OP) will need to send an email request for this to Regional Leadership, along with the associate's KWUID and a KWRI Confidentiality Agreement signed by the associate (each role has different requirements, your region will let you know what requirements must be met):

• Operating Principal (OP)
• Team Leader (TL)
• Assistant Team Leader (ATL)
• Market Center Administrator (MCA)
• Assistant Market Center Administrator (AMCA)
• Productivity Coach (PC)
• MC Investor
• General Manager

The second level of leadership roles don't need regional approval. For these roles, any leader with the OP, TL, or MCA role can add/remove the following roles to/from an associate in CommandMC:

• Agent Leadership Council (ALC)
• Compliance Coordinator
• MC Broker
• MC Leader
• MC Tech Trainer

To Add/Request/Remove Leadership Roles for an Associate:

 

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. Click CommandMC at the top of the page.

Manage Roles Using the Associate Record

1. Click the Associates icon, , on the left side of the page.

2. Find the associate on your roster, then click the associate's name.

3. On the left side of the page, click Edit in the Roles section.

4. Use the checkboxes to select/deselect the leadership roles you want to add to or remove from this associate's profile.

• You can also use this workflow to activate agent status for an associate, remove agent status, and designate an agent for your Market Center's ALC.

5. Click Save, at the bottom right of the modal.

Manage Roles Using the Admin Applet

1. Click the Administration icon, , on the left side of the page.

2. By default, you will land on the Office Details page. In the Leadership section, you will see all leadership roles, and who has the role assigned. Click Edit Roles.

3. Each of the three roles has a separate bucket, with each person assigned to the role included. Make the changes you need, then click Save, at the bottom right of the modal.

• To add new staff members to the role, click Assign Staff, search their name, and select them from the drop-down.
• To remove someone from the role, click the X next to their name.