Skip to content
  • There are no suggestions because the search field is empty.

Agent Manager: Set Up and Display Agents on Your Site

Add agent profiles and sites, organize agents with tags, and display teams using the Sierra Interactive Agent / Team Widget

Table of Contents 

  1. Overview
  2. Setup and Configuration

    1. Access the Sierra Agent Manager

    2. Add Agents, Agent Profiles, or Agent Sites

    3. Organize Agents Using Tags

    4. Add the Agent / Team Widget to a Content Page

    5. Modify Agent Display Settings (Site-Wide)

  3. Best Practices

  4. Troubleshooting Common Issues

  5. FAQs

Overview

The Agent Manager and Agent / Team Widget gives you full control over how your team appears on your website. These tools allow you to manage agent profiles and agent sites, organize agents using tags, and display them across your content pages in a flexible, customizable way.

With this setup, you can showcase the right agents to the right audiences, highlight each agent’s expertise and local knowledge, and maintain consistent branding throughout your site. You’ll also reduce administrative work by allowing agents to manage their own profiles while keeping your agent sites and subdomains functioning correctly.

Setup and Configuration

1. Access the Agent Manager

Who Can Access
  • Primary Managers – full access by default
  • Manager-level Users – access based on permissions.
    • If you need access, ask the Primary Manager to update your permissions by going to the Users tab > Edit User > Scroll down to Permissions
How to Access
  1. Go to the Users dropdown in your admin panel
  2. Select Agent Sitesusers_agent_sites

If you do not see the Agent Sites option & you have permission, contact Sierra Support for assistance.

back to the top

2. Add Agents, Agent Profiles, or Agent Sites

⚠️ Important: If you are creating a new agent site from scratch, you must select a user account to attach it to. Be very careful when choosing an existing user. Once the agent site is saved, it is permanently associated with that user and cannot be reassigned later.

Add an Agent or Agent Site
  1. Click + Add Agent Site 
  2. Select either New Agent or Existing User Account
    1. If you select Existing User Account, the agent's name and contact details auto-populate from their user profile.
  1. Fill in the required information
  2. Click Save and Exitnew_agent_existing

⚠️ Important:  Only use MLS boards/feeds the user is a member of when selecting Enable Agent Site Search Tools. Using boards the agent isn't a member of can cause MLS compliance issues. 

Add a Profile Without a Site

Use a Profile Only agent when you want to display someone on your team pages without creating a full subdomain or agent site. 

  • Click + Add Profile
  • Profile-only entries are labeled PROFILE ONLY in the Agent Manager
Convert a Profile-Only Agent to a Full Agent Site

You can later convert a Profile Only agent to a full agent site by editing the profile and selecting Convert to Agent Site. Agents can start with a simple profile and upgrade to a full site later, preserving all their information.

  1. Edit a PROFILE ONLY agent entry
  2. Select Convert to Agent Site
  3.  Associate an existing user account or create a new one 
  4.  Remove the auto-generated 2-digit number from the URL field 
  5. Click Save and Convert

back to the top

3. Organize Agents Using Tags

By default, all agents or agent subdomains display on the About page in alphabetical order. To customize who displays where and in what order you will use tags.

Common tag examples: Buyer Agents, Seller Agents, Neighborhood Specialists, Leadership Team. 

Step 1: Create Tags
  1. Go to Agent Manager → Manage Tags
  2. Click + Add New Tag
  3. Enter a name and click Saveagent_site_tags
Step 2: Apply Tags to Agent Profiles
  1. Open an agent profile, subdomain, or site profile
  2. Click Editedit_agent_site
  3. Scroll down to the Tags section
  4. Select and apply the relevant tag(s)apply_tag_agent_site
  5. Save the profile

back to the top

4. Add the Agent / Team Widget to a Content Page

Who Can Add Widgets
  • Primary Managers — can add widgets by default
  • Manager- or Agent-level users — need one of the following permissions enabled:
    • Can Author Content Pages and Saved Searches
    • Can Administer Content Manager (All Pages and Saved Searches)
Add the Widget

Before adding the widget, make sure your agents are created and tagged in the Agent Manager. Tags determine which agents the widget displays.

  1. Open Content tab
  2. Edit an existing page or create a new one
  3. Click + Add New Page Component
  4. Select Agents / Team Membersadd_page_component
  5. Choose the relevant tag(s)agent_site_page_component_add
  6. Click Submit

💡Adding an Agent / Team Members component automatically changes the Page Type to Agents / Team, which optimizes the page for agent content. 

Optional Features
  • Add multiple widgets to one page to display different groups (e.g., Leadership Team + Buyer Specialists)
  • Enable search functionality within the widget
  • Reorder page components via Sort Page Components

⚠️ Important:  A content page can contain either Active Listings widgets or Agent / Team widgets — not both. Mixing them on a single page is not supported. 

back to the top

5. Modify Agent Display Settings (Site-Wide)

Display settings control how Agent / Team widgets appear across your entire site. Changes apply globally and update all widgets in real time.

  1. Go to Users → Agent Site → Manage Agent Sites →  Display Settingsagent_manager_display
  2. Select a display style:
Style Description
Original (Style A) Gallery view and list view
Current (Style B) Gallery view, list view, plus zoomed-in/out options
Required Settings for Agent Subdomains

The following settings must remain in place for agent subdomains and agent sites to load correctly. If these are changed, agent subdomains may break.

  • Do not set your homepage to "On Hold." This prevents agent subdomains from loading. If you don't want homepage copy displayed, delete the content instead of placing the page on hold.
  • Do not change the Homepage Page Filename. It must remain /.
  • The following pages and filenames must remain on the main site:
Section/Page Section Name Page Filename
Home (blank) /
Contact contact /contact
Thank You Contact thank-you

If you want "Home" to appear in your navigation, update it in the Section Manager and do not rename the homepage file itself.

back to the top

Best Practices

  • Keep agent profiles complete. Every profile should include a photo, bio, contact information, and Agent/Board ID (if applicable). Complete profiles improve SEO and ensure listings display the correct agent information.
  • Tag agents before building content pages. The Agent / Team Widget pulls agents based on tags, so profiles need to be tagged before you add the widget — otherwise the widget will display no results.
  • Use multiple widgets for flexible layouts. Add more than one Agent / Team Widget to a page to highlight different groups, such as Buyer Agents and Listing Specialists, without creating separate pages.
  • Check subdomain settings after any site changes. Updating your homepage or navigation can inadvertently break required page filenames. Verify the settings in the Required Settings section above any time you make structural site changes.

back to the top

Troubleshooting Common Issues

  • I don’t see the Agent Sites option in the Users menu.
    This may be due to your configuration or permissions. Contact Sierra Support for assistance.

  • Agents are showing in the wrong order on my About page.
    Open the Agent Manager and use Change Agent Site Order to manually set the order. Also confirm the page is using an Agent / Team Widget rather than the default alphabetical display. 

  •  I can't add both listings and agents to the same page. Content pages support either Active Listings Widgets or Agent / Team Widgets — not both. If you need both on your site, place them on separate pages. 

  • Agents aren’t appearing on the correct content page.
    Check tagging in the Sierra Agent Manager. The widget displays agents based on tags, so verify tags exist, tags are applied to the correct agent profiles, and the widget is set to the correct tag

  • Agent listings or featured listings aren’t displaying correctly on an agent site.
    This ID creates the Featured Listings Saved Search for the agent site, which controls which listings appear on the front-end site. If no Agent/Board ID is entered, the main site's Office ID is used instead. To fix this:

    • Open the agent site and confirm the Agent/Board ID field is populated
    • Verify the Featured Listings Saved Search exists and is using the correct ID
    • Check Global Site Settings to confirm featured listings are set to display the listing agent's information

     

back to the top


FAQs

  • What’s the difference between an Agent Profile and an Agent Site?
    An Agent Profile displays the agent's information on team or About pages but doesn't create a separate site. An Agent Site (or subdomain) is a standalone site with its own pages and branding. 

  • Can I convert a Profile-Only agent into a full agent site later?
     Yes. Open the agent entry in the Agent Manager and select Convert to Agent Site. 

  • Can Lenders have an Agent Site?
    No, but they can have an Agent Profile.

  • Will changing display settings affect all agent widgets?
    Yes. Display Settings apply globally to every Agent / Team widget across your site.

  • How do I show only certain agents on a content page?
     Apply tags to the agents you want to display, then configure the Agent / Team Widget on that page to filter by those tags. 

  • Can agents manage their own information?
     Yes. Associate their user account with their agent profile and they'll be able to manage their own information. 

back to the top