Account Management Overview

Manage your BrokerBuddie.ai account, credits, team members, and settings. Understanding account management helps you optimize your usage and maintain control over your resources.

Account Management Overview

Account management in BrokerBuddie.ai encompasses credit management, team collaboration, user permissions, and account settings. This comprehensive system allows you to control access, monitor usage, and optimize your AI-powered workflows.

Credit Management

Monitor and manage different types of credits

Team Collaboration

Invite and manage team members with role-based access

Usage Monitoring

Track credit consumption and feature usage

Plan Management

Upgrade, downgrade, and manage subscription plans

Security Controls

Manage permissions and access levels

Billing Integration

Handle payments and subscription management

Account Management: Manage your account settings, billing information, and team members through the dashboard interface.

Registration & Login Process

Creating Your Account

Getting started with BrokerBuddie.ai is simple and straightforward. Follow these steps to create your account and begin using AI-powered brokerage tools.

Registration Steps
1. Visit Registration Page

Go to the BrokerBuddie.ai registration page

2. Enter Email Address

Provide a valid email address for your account

3. Create Password

Choose a strong password for your account security

4. Verify Email

Check your email and click the verification link

5. Access Dashboard

Start using your BrokerBuddie.ai dashboard

Logging In
1. Access the Login Page

Go to the BrokerBuddie.ai login page

2. Enter Your Credentials

Use your registered email address and password

3. Access Your Dashboard

Once logged in, you'll see your personalized dashboard

Account Security
  • Strong Passwords: Use a combination of letters, numbers, and special characters
  • Email Verification: Always verify your email address for account security
  • Secure Access: Log out from shared or public computers
  • Password Recovery: Use the "Forgot Password" feature if needed
Important: Keep your login credentials secure and never share them with others. Contact support if you suspect unauthorized access to your account.
Common Login Issues
  • Forgot Password: Use the "Forgot Password" link on the login page
  • Email Not Verified: Check your email for verification instructions
  • Account Locked: Contact support if your account is locked
  • Wrong Credentials: Double-check your email and password
Getting Help

If you encounter any issues during registration or login:

  • Check your email spam folder for verification emails
  • Ensure your internet connection is stable
  • Try clearing your browser cache and cookies
  • Contact support at support@brokerbuddie.ai for assistance

Credits and Usage – Understanding Your Plan

Overview

The credit system tracks your usage of AI features and ensures you stay within your plan limits. Understanding credits helps you manage resources effectively and avoid service interruptions.

Credit Types
  • Word Credits: Used for text generation and AI content creation
  • Image Credits: Used for AI image generation and visual content
  • Chat Credits: Used for chatbot interactions and AI assistants
  • File Credits: Used for document processing and AI file chat
Monitoring Usage
1. Check Credit Balance

View your current credit balance in the dashboard

2. Monitor Usage Trends

Track your usage patterns over time

3. Set Usage Alerts

Configure notifications when credits run low

4. Optimize Usage

Adjust your usage patterns to stay within limits

Credit Management: Monitor your credit usage regularly to avoid service interruptions. Consider upgrading your plan if you consistently exceed your limits.

Credit Types

Understanding the different types of credits helps you optimize your usage and make informed decisions about your plan.

Word Credits
  • Used for AI content generation
  • Blog articles and social media posts
  • Email campaigns and marketing copy
  • Property descriptions and listings
Image Credits
  • AI image generation
  • Visual content creation
  • Marketing graphics and banners
  • Social media visuals
Chat Credits
  • Chatbot interactions
  • AI assistant conversations
  • Customer support automation
  • Lead qualification processes
File Credits
  • Document processing
  • AI file chat interactions
  • Knowledge base updates
  • Training data processing
Credit Efficiency: Use credits strategically by planning your content creation and focusing on high-impact activities.

Team Management

Invite team members, assign roles, and manage permissions to collaborate effectively on your real estate projects.

Team Features
  • Member Invitations: Send email invitations to new team members
  • Role Assignment: Assign appropriate roles and permissions
  • Credit Sharing: Distribute credits among team members
  • Activity Monitoring: Track team member activities and usage
Inviting Team Members

Adding new members to your team is simple and straightforward. Follow these steps to invite team members and get them started.

How to Invite Team Members

1. Go to Team Management

Find the Team Management section in your dashboard

2. Click "Invite Friends"

Look for the "Add your team members' email address" section

3. Enter Email Address

Type the email address of the person you want to invite

4. Send the Invitation

Click "Invite Friends" to send the invitation email

What You Need to Know

  • Email Address: You only need their email address to invite them
  • Team Plan: You must have a plan that supports team features
  • Available Spots: Make sure you have room for new team members
  • Unique Email: Each person can only be invited once

What Happens Next

1. They Get an Email

The person receives an invitation email with instructions

2. They Create an Account

They can sign up for a new account or use existing login

3. They Join Your Team

Once they register, they're automatically added to your team

4. You Can Manage Them

You can now assign roles and allocate credits to them

Understanding Team Member Status

  • Waiting: Invitation sent but they haven't joined yet
  • Active: They've joined and are part of your team
  • Inactive: They've been removed from the team

Managing Invitations

  • Check Status: See who has accepted invitations and who hasn't
  • Resend Invitations: Send another invitation if they didn't receive the first one
  • Cancel Invitations: Remove pending invitations if needed
  • Check Limits: Make sure you don't exceed your team member limit
Invitation Expiry: Invitation links typically expire after a certain period. Check the invitation status and resend if necessary.
Managing Team Members
1. Allocate Credits

Distribute credits based on team member needs and roles

2. Monitor Activity

Track usage and performance across the team

3. Update Permissions

Adjust roles and access levels as needed

4. Remove Members

Remove team members when they're no longer needed

Team Collaboration: Effective team management helps distribute workload and maximize productivity across your real estate business.

Team Credits Allocation

Team credits allocation allows you to distribute your plan's credits among team members, ensuring everyone has access to the resources they need while maintaining control over usage.

How Credit Allocation Works
  • Pool Management: Your plan's credits are pooled and can be distributed among team members
  • Individual Allocation: Assign specific credit amounts to each team member
  • Usage Tracking: Monitor how each team member uses their allocated credits
  • Flexible Distribution: Adjust credit allocations based on team needs and usage patterns
Credit Allocation Process
1. Access Team Management

Navigate to the Team Management section in your dashboard

2. Select Team Member

Choose the team member you want to allocate credits to

3. Set Credit Amounts

Specify word credits, image credits, chat credits, and file credits

4. Save Allocation

Confirm the credit allocation for the team member

Credit Types for Allocation
  • Word Credits: For content generation and AI writing tasks
  • Image Credits: For AI image generation and visual content
  • Chat Credits: For chatbot interactions and AI assistants
  • File Credits: For document processing and AI file chat
Best Practices for Credit Allocation
  • Assess Needs: Allocate credits based on each member's role and responsibilities
  • Monitor Usage: Regularly review credit usage to optimize allocation
  • Adjust as Needed: Modify allocations based on changing team needs
  • Set Limits: Consider setting usage limits to prevent overconsumption
Credit Pool: Team credits are drawn from your main plan allocation. Ensure your plan has sufficient credits to support all team members.
Managing Credit Usage
  • Usage Reports: View detailed reports of how each team member uses their credits
  • Real-time Monitoring: Track credit consumption in real-time
  • Alerts and Notifications: Set up alerts when team members approach their limits
  • Reallocation: Adjust credit distribution based on usage patterns
Team Efficiency: Proper credit allocation ensures your team can work effectively while maintaining control over resource usage and costs.

Checkout Settings

Configure checkout settings to optimize the user experience for new signups and plan selections.

Checkout Configuration
  • Default Plan Selection: Set which plan is automatically selected
  • Registration Flow: Configure the signup process
  • Payment Options: Manage available payment methods
  • Billing Cycles: Set up recurring billing preferences
Plan Selection
1. Choose Default Plan

Select which plan is highlighted by default

2. Configure Features

Set which features are available for each plan

3. Set Pricing

Configure pricing and billing information

4. Test Checkout

Verify the checkout process works correctly

User Experience: Well-configured checkout settings help guide users to the most appropriate plan for their needs.

Best Practices

Account Security
  • Use strong, unique passwords
  • Enable two-factor authentication
  • Regularly review team member access
  • Monitor account activity for suspicious behavior
Credit Management
  • Monitor usage patterns and trends
  • Set up usage alerts and notifications
  • Plan content creation to optimize credit usage
  • Consider upgrading plans before hitting limits
Team Collaboration
  • Assign roles based on job responsibilities
  • Provide training for new team members
  • Establish clear workflows and processes
  • Regularly review and update permissions
Optimization: Regular review of your account settings and team structure helps ensure optimal performance and security.

Troubleshooting

Common Issues
  • Login problems: Check credentials and account status
  • Credit issues: Verify plan limits and usage
  • Team access problems: Review role assignments and permissions
  • Billing issues: Check payment methods and subscription status
Getting Help

If you encounter issues with account management:

  • Check the troubleshooting guide
  • Contact support at support@brokerbuddie.ai
  • Use the live chat feature in your dashboard
  • Review the documentation for specific features
Support: Our support team is available to help you resolve any account management issues quickly and efficiently.