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  • Getting Started at KW (Onboarding)
    • Create a KW Account
    • Getting Started with Command
      • Access Command
      • Configure Command Settings
        • Command Settings
        • Connect Settings
      • Navigate the Command dashboard
        • Top menu
        • Left-hand menu
        • Dashboard modules
      • Select your KW team
      • Access the KW MarketPlace
      • Edit profile
      • Get help and information
        • Find training
        • Get Support
        • Submit an idea
      • Log out of Command
  • Command User Guide
    • Getting Started with Command
      • Access Command
      • Configure Command Settings
        • Command Settings
        • Connect Settings
      • Navigate the Command dashboard
        • Top menu
        • Left-hand menu
        • Dashboard modules
      • Select your KW team
      • Access the KW MarketPlace
      • Edit profile
      • Get help and information
        • Find training
        • Get Support
        • Submit an idea
      • Log out of Command
    • Command settings
      • Command Settings
        • Applications
        • Add Admin
        • Contacts
        • Sales Pipeline
        • Opportunity Archive
        • Team Management
        • Opportunity Settings
        • Agent Sites
        • Import Logs
        • Lead Routing
      • Connect Settings
        • Marketing Profile
    • Contacts
      • Contacts Overview
      • Viewing Contacts
        • Customize Columns in Contacts
        • Filter Contacts
        • Create SmartViews
        • Contacts Details Overview
      • Managing contacts
        • Add a Contact
        • Add Leads
        • Edit a Contact
        • Add an Activity
        • Add a Calendar Event
        • Add a Note
        • Archive a Contact
        • View SmartPlans
        • Add a Contact to a SmartPlan
        • Mark or Unmark a Contact as a Lead
        • Call or Text a Contact
        • Add a Neighborhood to a Contact
        • Add a Task
        • Create an Opportunity for a Contact
        • Create a Saved Search for a Contact
        • More Options Menu
        • Bulk Actions
        • Using Teams with Contacts
      • Importing contacts
        • Import Contacts
        • Transfer Contacts from an Exported Spreadsheet into the Command Contact Import Template
        • Synchronize Your Contacts With PieSync
    • Tasks
      • View Contact Task Details
      • View Opportunity Task Details
      • Filter Tasks
      • Create a Contact Task
      • Mark Task as Complete
      • Snooze a Task
      • Delete a Task
    • SmartPlans
      • Create a Custom SmartPlan
        • Merge Fields
        • Remove a Step
      • Add Trigger to a SmartPlan
      • Find a SmartPlan from the SmartPlans Library
        • Search
        • Filter
        • Categories
      • Add a SmartPlan from the SmartPlans Library
      • Subscribe Contacts to a SmartPlan
      • Unsubscribe Recruits from a SmartPlan
      • Edit an Active SmartPlan
      • Edit an Inactive SmartPlan
      • Copy a SmartPlan
      • Delete a SmartPlan
      • Publish a SmartPlan
      • Publishing Best Practices
      • Unpublish a SmartPlan
    • Referrals
    • Opportunities
      • Opportunities Overview
      • Opportunities: From Start to Finish
      • Managing Opportunities
        • Search Opportunities
        • Filter Opportunities
        • Create Smartviews for Opportunities
        • Access an Opportunity
        • Edit Stages
        • Create an Opportunity
        • Edit an Opportunity
        • Enable or Disable Personal Opportunity Pipelines (Teams)
        • Add a Listing to an Opportunity
        • Move an Opportunity
        • Generate a Transaction Summary
        • Close an Opportunity
        • Opportunity Checklists
        • Tasks
        • Archive an Opportunity
        • Mark an Opportunity as Lost
        • Opportunity Discussions (Teams)
      • Marketing in Opportunities
        • Create a Recommended Design
        • Create a Recommended Social Ad
        • Create a Design
        • Create a Social Ad
        • Create a Social Ad from a Design
        • Preview a Design Template
        • Dismiss a Recommended Design or Social Ad
      • Managing Offers
        • Create an Offer
        • Create Lease Commission
        • Create an Offer Comparison
        • Manage Offers
      • Managing Documents
        • Using DocuSign with Command
        • Using Dotloop with Command
      • Compliance
        • Compliance Overview
        • Add Compliance Documents to an Opportunity
        • Create and Manage Custom Folders for Opportunities
        • Add a One-off Compliance Document to an Opportunity
        • Create a New Compliance Checklist Version for an Opportunity
        • Submit Compliance Documents to Your Market Center
        • Resubmit Rejected Compliance Documents to Your Market Center
      • Commissions
        • Submit Commission
        • Add an Another Agent Payment
        • Add a Co-Broker Payment
        • Add an Outside Referral
        • Submit a New Commission after an Offer Falls Through
        • Charitable Deductions
      • Earnnest Intergration
        • Create an Earnnest Account
        • Use Earnnest to Send a Digital Earnest Money Request
    • Campaigns
    • Reports
    • Designs
    • Listings
    • Insights
    • Consumer
    • Listing Consult
  • CommandMC User Guide
    • CommandMC Settings
      • Compliance
        • Create Market Center Compliance Checklists
        • Edit Market Center Compliance Checklists
      • Custom Tags
        • Create Tags for Submitted Compliance Requests
      • DocuSign Settings
        • Create and Connect Your Market Center DocuSign Account
        • Enable DocuSign Access for Your Associates
        • Access Market Center Form Libraries in DocuSign
        • Create Market Center Form Groups in DocuSign
        • Add Forms to Your Market Center Form Groups in DocuSign
        • Create Your Market Center Template Sharing Group in DocuSign
      • Broker Groups
        • Create Broker Groups and Assign Compliance Checklists
      • MC Team Management
        • MC Team Management Overview
        • Add a Team
        • Edit a Team
        • Deactivate a Team
        • Transfer a Team to a Different Market Center
        • Respond to a Team Transfer Request
        • Add Team Members
        • Edit a Team Member
        • View Member Change Log
        • Remove a Team Member
        • Generate Report
      • Recruits
        • Create Recruiting Tags
      • SmartPlans
        • Select Designated Associates
    • Administration
      • Luxury
        • Manage Market Center Luxury Requests (Market Center Leadership)
        • Submit Luxury Agent Exception Request (Market Center Leadership)
        • Adjust Minimum Units Required for Luxury Eligibility (Market Center Leadership)
        • Adjust the Floor Price Point for KW Luxury Eligibility (Regional Leadership)
        • Manage Luxury Program Exception Requests (Regional Leadership)
        • Remove Luxury Status (Regional Leadership)
      • Vendors
        • Add Vendor Added by Agent (Market Center Leadership)
        • Remove Vendor Added by Agent (Market Center Leadership)
      • Deductions
        • Search Deductions
        • Filter Deductions
        • Add a Deduction
        • Edit a Deduction
        • Set Up Recurring Deductions for Agents
        • Deduction Requests
        • Archive a Deduction
      • MC Team Management
        • MC Team Management Overview
        • Add a Team
        • Edit a Team
        • Deactivate a Team
        • Transfer a Team to a Different Market Center
        • Respond to a Team Transfer Request
        • Add Team Members
        • Edit a Team Member
        • View Member Change Log
        • Remove a Team Member
        • Generate Report
    • Transactions
      • Transactions Overview
      • Search Transactions
      • Filter Transactions
      • Sort Columns in Transactions
      • Create Smartviews for Transactions
      • Add a New Transaction
      • View Transaction Details
      • Edit Transaction Details
      • Close Transaction
      • Delete Transaction
      • Transfer Company Currency
      • Create a Deposit
      • View a Deposit
      • Edit a Deposit
      • Print a Deposit
      • Delete a Deposit
      • Listings
        • Search Listings
        • Filter Listings
        • Sort Columns in Listings
        • Create Internal Listing
        • Edit Listing
        • Relist Listing
        • Delete Listing
      • Month End Close
        • Month End Close Overview
        • Close the Month
    • Opportunities
      • Compliance Overview
        • Compliance Roles
        • CommandMC Setup
        • Market Center DocuSign Setup
        • DocuSign Templates
        • Review Compliance and Commissions
      • Assign the Compliance Coordinator Role to an Associate
      • Compliance Document Checklists
        • Create Opportunity Checklists
        • Edit Opportunity Checklists
        • Manage Opportunity Checklists
        • Configure Client Updates for an Individual Opportunity
      • Compliance and Commission Reviews
        • Find Submitted Compliance Requests
        • Compliance Folder Messaging
        • Add Tags to Submitted Compliance Requests
        • Review Submitted Compliance Requests
    • Reports
      • Access Activity Reports
      • Yearly Progress to Commitment Report
      • Access Yearly Progress to Commitment Report
      • Set Goals for Yearly Progress to Commitment Report
    • Accounting
      • Access Accounting Reports
    • Tasks
      • View Checklist Task Details
      • View Custom Task Details
      • Filter Tasks
      • Search Tasks
      • Create a Custom Task
      • Edit a Custom Task
      • Mark Task as Complete
      • Mark Task as Incomplete
      • Add a Note
      • Reassign Task
      • Reschedule Task
      • Archive a Custom Task
      • Delete a Task
    • SmartPlans
      • Create a Custom SmartPlan
        • Merge Fields
        • Remove a Step
      • Find a SmartPlan from the SmartPlans Library
        • Search
        • Filter
        • Categories
      • Add a SmartPlan from the SmartPlans Library
      • Subscribe Recruits to a SmartPlan
      • Unsubscribe Recruits from a SmartPlan
      • Edit an Active SmartPlan
      • Edit an Inactive SmartPlan
      • Copy a SmartPlan
      • Delete a SmartPlan
      • Publish a SmartPlan
      • Publishing Best Practices
      • Unpublish a SmartPlan
      • Change the Default Designated Assignees
    • Recruits
      • Recruits Overview
        • Recruit Management
        • Recruiting Pipeline
        • Find Recruits
      • Managing Recruits
        • Import Recruits
        • Transfer Existing Recruits Records into the Import Recruits Template
        • Export Recruits
        • Search Recruits
        • Filter Recruits
        • Create Smartviews for Recruits
        • Sort Columns in Recruits
        • Customize Columns in Recruits
        • Add a Recruit
        • View or Edit Recruit Details
        • Add an Activity
        • Add a Note
        • Add an Appointment
        • Add a Recruit to a SmartPlan
        • Unsubscribe a Recruit from a SmartPlan
        • Tasks within Recruits
        • Add Recruit to Pipeline
        • Change the Recruit’s Phase or Stage
        • Manage a Recruit’s Checklist
        • Add or Edit an Assignee for a Recruit
        • Remove Recruit from Pipeline
        • Archive a Recruit
        • Bulk Actions
        • BrokerMetrics®
      • Managing the Recruiting Pipeline
        • Search Recruits
        • Filter Recruits
        • Create Smartviews for Recruiting Pipeline
        • Sort Recruiting Pipeline Cards
        • Edit Stages
        • Create or Edit Recruit Checklist Templates
        • Manage a Recruit’s Checklist
        • Change the Recruit’s Phase or Stage
        • Remove Recruit from Pipeline
        • Archive a Recruit
        • Add or Edit an Assignee for a Recruit
        • Invite a Recruit to Join KW
      • Finding Recruits
    • Associates
      • Search Associates
      • Filter Associates
      • Create Smartviews for Associates
      • Customize Columns in Associates
      • View or Edit Associate Details
      • Add an Appointment
      • Add an Activity
      • Add a Note
      • Tasks within Associates
        • View Checklist Task Details
        • View Custom Task Details
        • Filter Tasks
        • Mark Task as Complete
        • Mark Task as Incomplete
        • Add a Note
        • Edit a Custom Task
        • Reassign Task
        • Reschedule Task
        • Archive a Custom Task
        • Delete a Task
      • Add a License to an Associate
      • Activate Agent
      • Add Existing KW Associate
      • Set to Associate
      • Add Deductions for an Associate
      • Remove Associate
    • Directory
      • Manage Market Center Luxury Roster (Market Center Leadership)
      • Submit Luxury Agent Exception Request (Market Center Leadership)
      • Adjust Minimum Units Required for Luxury Eligibility (Market Center Leadership)
      • Adjust the Floor Price Point for KW Luxury Eligibility (Regional Leadership)
      • Manage Luxury Program Exception Requests (Regional Leadership)
    • KWRI Support Tools
      • Profit Share Calculator
        • Run Profit Share Calculator
  • Connect User Guide
    • Training User Guide
      • Taking Training
        • Training Overview
        • Search Training
        • Filter Training
        • Add Training to My Bookshelf
        • Begin Training
        • Share Training*
        • Add Training to Playlist*
        • Download a File
      • Working in Decebo (Administrative Tasks)
        • Channels and Learning Paths
        • Channel Resource Upload Guide
        • Add an Asset
        • Create a Course
        • Unpublish a Course
        • Add a Custom Channel Thumbnail
        • Create a Learning Path
        • Assign a Course to a Learning Path
        • Associate a Catalog with a Chanel
        • Associate a Recommended Catalog with a Chanel
        • Delete a Learning Path
        • Hide a Learning Path’s Courses from the Bookshelf
  • Organization Management
    • Add an Organization
    • Edit a Market Center
    • Edit a Business Center
    • Close a Market Center
    • Close a Business Center
    • Manage Leadership Roles
  • KWRI Internal API Documentation
Command
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  • CommandMC User Guide »
  • Associates
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Associates¶

The following sections contain information about the Associates applet. Associates include all agents and support personnel in your Market Center.

  • Search Associates
  • Filter Associates
  • Create Smartviews for Associates
  • Customize Columns in Associates
  • View or Edit Associate Details
  • Add an Appointment
  • Add an Activity
  • Add a Note
  • Tasks within Associates
  • Add a License to an Associate
  • Activate Agent
  • Add Existing KW Associate
  • Set to Associate
  • Add Deductions for an Associate
  • Remove Associate
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