This article explains the Network Admin role and the Linked Accounts feature for BoomTown Advance clients. It also compares the Network Admin role to the Broker/Admin role so you can determine which role fits your needs. Use this guide if you have multiple networked BoomTown websites and want to manage them from a single login.
Who this article is for
This article is written for BoomTown Advance clients who operate more than one BoomTown website and CRM networked together. It is especially useful for brokers, team leaders, and operations managers who need visibility into multiple sites from a single login, and for Network Admins who need to set up Linked Accounts for other users on their team.
Overview of the Network Admin role
As an Advance product user, you will have more than one website and CRM networked together by BoomTown. When this occurs, a new user permission becomes available to users on the networked websites, called Network Admin.
The Network Admin role gives users the ability to toggle the information displayed in the following areas through a drop-down menu of all their networked websites:
Lead Central
Lead Matching
My Deals
Hot Sheet
Reporting
Agent and Lender user lists
The toggle for these networked sites (usually called Office-Level sites) allows one website to be selected at a time. When a website is selected, all lead, user, and reporting information updates to reflect the details of that specific website.
The Network Admin permission is a good fit for a user who wants insight into all sites within their network and needs to view reporting for all sites from one central login. Network Admins can perform actions on leads across their network (similar to a Broker/Admin user), but with visibility into all the accounts from one login.
Network Admins can also create Linked Accounts for other Agent and Broker/Admin users across their network.
Limitations of the Network Admin role
The Network Admin role has the following limitations:
Cannot create or share Smart-Drip Plans across the network.
Cannot utilize Smart-Drip Plans from other tenants in the network.
Cannot create or share Email and Text Templates across the network.
Cannot utilize Email and Text Templates from other tenants in the network.
Network Admin vs. Broker/Admin
Network Admin and Broker/Admin are two distinct roles, and it is important to understand the differences before assigning either role to a user. The key distinction is scope: a Broker/Admin has full administrative control over a single BoomTown website, while a Network Admin has cross-site visibility and action capabilities across multiple networked websites.
What a Broker/Admin can do
A Broker/Admin is the highest-access role on a single BoomTown website. A Broker/Admin can:
Add, update, and delete Agent and Lender user accounts on their website.
Configure Lead Rotation settings for their website.
Export leads from their website.
Access the full Reporting Menu and Traffic Dashboard for their website.
Perform Bulk Lead Transfers and Re-categorizations on their website.
Request website changes.
Create and share Smart-Drip Plans, Email Templates, and Text Templates for all users on their website.
View and take action on every lead in their website's CRM.
Access SharkTank Set Up, Lead Matching, and Rematching tools for their website.
What a Network Admin can do
A Network Admin has cross-network visibility and can take action across multiple websites. A Network Admin can:
View Lead Central, Lead Matching, My Deals, Hot Sheet, Reporting, and Agent and Lender user lists for every website in the network, filtered by a drop-down at the top of the page.
Perform actions on leads across any website in the network from a single login.
Create Linked Accounts for Agent and Broker/Admin users across the network.
Access the Agent Accountability dashboard with statistics for every website in the network.
What a Network Admin cannot do (compared to a Broker/Admin)
A Network Admin has several limitations that a Broker/Admin does not have within their own website:
Smart-Drip Plans — A Network Admin cannot create or share Smart-Drip Plans across the network, and cannot utilize Smart-Drip Plans from other tenants. A Broker/Admin can create and share Smart-Drip Plans freely within their own website.
Email and Text Templates — A Network Admin cannot create or share Email and Text Templates across the network, and cannot utilize them from other tenants. A Broker/Admin can create, share, and use these templates within their own website.
Craigslist Poster — A Network Admin can only see Craigslist listings associated with the account that has the Network Admin role, not listings from other networked websites. A Broker/Admin has full access to Craigslist Poster for their own website.
When to use each role
Use the Broker/Admin role when a user needs full administrative control over a single BoomTown website, including user management, template creation, and Smart-Drip Plan configuration for that site.
Use the Network Admin role when a user needs to see leads, users, and reporting across multiple networked websites from a single login, and when cross-network visibility is more important than template or Smart-Drip sharing.
For users who need both capabilities, combine the Network Admin role with Linked Accounts. This allows the user to view information across the network while also jumping into each individual Broker/Admin account to use the full feature set of each website.
Linked Accounts overview
Linked Accounts is a feature that makes it easier to move between multiple BoomTown user accounts without logging out and logging back in.
How Linked Accounts work
A Network Admin may need to frequently log in to several BoomTown accounts. For example, a user might manage three separate websites:
Charleston.BoomTown.com
Columbia.BoomTown.com
Greenville.BoomTown.com
Previously, moving between these sites required multiple browser windows or logging out and logging back in using different credentials, such as:
With Linked Accounts, the user can link these three logins together and use a single modal to jump in and out of each account. When a user jumps to a linked account, they have all the permissions and functionality of that user on that website. Notifications for the linked accounts are also displayed in the modal, so the user can stay in touch with messages and activity across all their accounts.
How to set up Linked Accounts
Note: Agent and Broker/Admin users can have accounts that are linked within your network, but only a Network Admin can perform the act of linking accounts together for other users.
To set up a Linked Account, follow these steps:
In the left-hand menu bar, open the Admin tab.
Click Users - Agents.
Select the Agent or Broker/Admin user for whom you want to link accounts.
In the Linked Accounts column, click Add.
In the modal that appears, review the list of sites and select the profile you want to link from the drop-down for each site. Confirm at the top of the menu that you are on the correct profile you wish to connect. For example, you might connect the Network Admin user profile to Joe Broker in ChapinCondos.com.
Save the link.
Ask the linked user to log out and back in before accessing their newly linked accounts. They can log out by clicking their photo icon in the top right corner and selecting Log Out.
Once the user has logged back in, they can use the modal to jump in and out of their linked profiles.
If a linked account receives a message, the notification icon will display a number corresponding to that account's messages.
Linked Accounts vs. Network Admin
As an Advance client, you have access to more than one BoomTown CRM and website, with the sites connected to one another through a network. BoomTown can add Broker/Admins as Network Admins, and Network Admins can set up Linked Accounts for other users on the team.
The two features serve different purposes:
Network Admin lets you view Lead Central, Lead Matching, My Deals, Hot Sheet, Reporting, and Agent and Lender user lists across the network using a drop-down menu to filter by each specific website. All information is viewed through a single login, but some features (such as Smart-Drip Plans and Templates) are limited.
Linked Accounts do not display a website drop-down within CRM pages. Instead, Linked Accounts enable a website modal within the user's account that lets them jump into their other accounts on other websites without logging out and logging back in.
If you have both Network Admin and Linked Accounts set up, you can easily move between platforms with full access to each platform, as if you had accessed each one directly through its login page. This combination gives you both cross-network visibility and full per-site functionality.
Frequently asked questions
What is the difference between a Network Admin and a Broker/Admin?
A Broker/Admin is the highest-access role on a single BoomTown website and can manage users, templates, Smart-Drip Plans, reporting, and leads for that one site. A Network Admin is a cross-network role that lets a user view and take action on leads, users, and reporting across multiple networked websites from a single login. Network Admins cannot create or share Smart-Drip Plans or Email and Text Templates across the network, while Broker/Admins can create and share these within their own website. Many users benefit from combining the Network Admin role with Linked Accounts to get both cross-network visibility and full per-site functionality.
Who can assign the Network Admin role?
Only BoomTown can assign the Network Admin role. If you are an Advance client and need a user added as a Network Admin, contact BoomTown Support.
Who can set up Linked Accounts?
Only a Network Admin can set up Linked Accounts for other users. Agent and Broker/Admin users can have Linked Accounts, but they cannot create the links themselves.
If I create a Smart-Drip Plan on one platform, can I use it for all of them?
No. As a Network Admin, there is no way to create a Smart-Drip Plan that can be shared for use across your network of websites. You also cannot add Smart-Drip Plans to leads from other tenants when viewing them from within your Network Admin account. As a workaround, create your Smart-Drip Plans and share them in the Sharing Library. You can then access the Sharing Library from each account in your network, copy the plans to each account, and share them with the team on each platform.
When posting to Craigslist, why can't I see listings for all my websites?
The Craigslist Poster tool only shows listings associated with the account that holds the Network Admin role. You cannot access listings associated with your other websites from the Network Admin account. For example, if you are a Network Admin on a Jacksonville, FL platform and you want to post Craigslist listings for your Omaha, NE website, you need to log out of the Network Admin account (or jump into the Linked Account) and access your Omaha account to post those listings.
How do I check how my Agents are following up across platforms?
Go to the Reporting tab of your Network Admin account and open the Agent Accountability dashboard. You will see a list of all your websites along with overall statistics for each one. To view more granular data about specific Agents on a particular website, click that website's URL to open the full Agent Accountability report for that site. All of this is available from a single login.
Do Network Admins need to log out to use a different website's full feature set?
Not if Linked Accounts are set up. A Network Admin with Linked Accounts can use the account modal to jump into any linked account and use the full feature set of that website, including creating Smart-Drip Plans and Templates for that specific site. Without Linked Accounts, the Network Admin would need to log out and log back in using the credentials for each website.
Key terms
Advance — A BoomTown product tier that provides multiple networked websites and CRMs under a single client account.
Agent Accountability Dashboard — A Reporting feature that shows follow-up statistics for Agents, available network-wide to Network Admins.
Broker/Admin — The highest-access role on a single BoomTown website, with full administrative control over users, templates, reporting, and leads for that site.
Linked Accounts — A feature that lets a user jump between their linked BoomTown user accounts using an in-app modal, without logging out and logging back in.
Network Admin — A cross-network role that lets a user view and take action on leads, users, and reporting across multiple networked BoomTown websites from a single login.
Office-Level Sites — The individual websites that make up a networked Advance account. Each Office-Level site has its own CRM data and can be filtered using the Network Admin drop-down.
Sharing Library — A BoomTown feature that lets users share Smart-Drip Plans across accounts when direct cross-network sharing is not available.
Smart-Drip Plan — An automated sequence of emails, texts, and to-dos that can be applied to leads. Smart-Drip Plans are scoped to a single website and cannot be shared natively across a network.
Tenant — An individual BoomTown website within a networked Advance account. Each tenant has its own users, templates, and Smart-Drip Plans.