The information in this article is intended for Admin and TC users within Sisu.

Admin and TC users can add users to their Sisu roster at any time, either individually or in bulk. This article also covers user roles, along with the preferences and view restrictions associated with each role.

Topics in this article:

User Roles

Sisu offers four user roles, each with different levels of access and visibility across the platform.

Admin

Admins have full access to all areas of Sisu Next. This includes system settings, reporting, user management, and all transaction data.

Transaction Coordinator (TC)

Transaction Coordinators have nearly the same access as Admins, with one key limitation: by default they do not have access to the Income Report. This allows TCs to manage transactions and workflows without visibility into sensitive financial reporting.

Inside Sales Agent (ISA)

ISAs have access to all transaction data, allowing them to create, update, and manage transactions as needed. They do not have access to Admin functionality.

Agent

Agents can view their own data and may have limited visibility into team data, depending on team settings. They do not have access to Admin functionality.

How To Add Users

Users can be added to your Sisu roster individually or in bulk.

To add users in bulk, check out our KB article on importing users. 📙

To add users individually, follow these steps:

Navigate to Admin > Users
Click the Add New User button.

⚠️ If you're unable to add a new user because you're out of user licenses, but unsure how to increase licenses, check out this KB article. 📙

Fields marked with a red asterisk are required for user creation.

Field / Checkbox	Definition
First Name	User's first name.
Last Name	User's last name.
Mobile Phone	User's mobile number. If OTP is enabled, verification codes will be sent to this number.
Email	User's email address. Emails from Sisu are sent to this address.
Role	Options are Admin, TC, ISA or Agent.
Start Date	Date the user started with your team/brokerage.
Alternative Email	Used for integrations. This email will override the primary email when syncing with external systems.
License #	Real estate license number (solely for reference).
PID	Personal ID (solely for reference).
Business Entity	Name of the user’s business entity, shown on CDAs instead of their personal name.
Brokerage Cap	Amount used to track the user’s brokerage cap.
Brokerage Cap Year Anniversary	Date the brokerage cap resets.
Royalty Cap	Amount used to track the user’s royalty cap.
Royalty Cap Year Anniversary	Date the royalty cap resets.
Agent Transaction Fee	Default fee associated with this user (for reference only).
Agent Monthly Fee	Default fee associated with this user (for reference only).
Career Path	Make note of user's career goals (solely for reference).
Lead Source	Source the user was recruited from.
Buyer Templates	Select a Commission Template to auto-apply to the Commission Form when a buyer transaction goes under contract.
Seller Templates	Select a Commission Template to auto-apply to the Commission Form when a seller transaction goes under contract.
Notes	User notes (solely for reference).
Enable Esignature	If checked, the user will have access to SisuSign functionality (if team is subscribed).
Exclude From Challenges & Leaderboards	If checked, user will not be included in Challenge or Leaderboards results.
Download Transactions	If checked, user will be able to download any transactions they have access to from the Transactions Page.
Send Welcome Email	If checked, a Welcome Email will automatically be sent to the user upon creation.
OTP Required	If checked, the user will be required to go through the OTP process upon login.