Adding a Broker

A Broker can be added using the Visitor Management tool. Unlike a Visitor with a Digital Key, a Broker can access Carson software features to advertise services, open additional doors than basic visitors, and log potential tenants for management.

Step 1

Log into your account at admin.carson.live. Click on the Visitor Management button on the left-hand side of the screen, or on the horizontal toolbar toward the top of the webpage.

Step 2

Click Add New in the upper right hand corner of the page.

Then click Broker on the pop-up.

Step 3

Enter the broker's name and contact info. If you want to limit the broker’s access to the building to only enter utilizing the Remote Doorman, leave off their phone number and email.

If you want to send the broker a Digital Key, add in their phone number and/or email address.

You may assign the broker to one or multiple buildings in your portfolio. You can also assign them access to units and common doors. If those units and common doors are integrated on Carson, the broker can open them if they have a Digital Key.

The "Valid Until" box may be left as-is for permanent access or you can select a date that the broker will have access until. You can always go back and expire a broker's access at any time.

Once you've filled out all the information you can select Submit to send the invite.