If your association hires or promotes a new AE and your GrowthZone "Default Payment Processing M1 ID" is set to your previous AE's M1 ID, please start by reaching out to NAR and ECommerce to start the new AE transition process.

Once the AE is set up with NAR and Ecommerce as the POE/AE for the association, then start the below process in GZ:

1. Add A Staff Member: create a new staff record OR if already existing as a contact, add them as a staff member to your association's official contact record (look for the flag  icon!) DO NOT just change the name of the previous AE's contact record.
2. If the new AE is using the same email as the previous AE (for example, [email protected]), you will need to remove that email from the Business Email field of the M1 record of the previous AE FIRST before setting up the contact record/M1 Sync of the new AE. THIS IS A NEW REQUIREMENT FROM M1: Business Emails must be unique; you cannot have more than one agent record with the same business email.
3. Verify their Real Estate Tab and Activity Log has successfully synced to M1.

Reach out to GZ Support for this next step:
GZ Support will go to your association's Setup > Integrations > Real Estate Edition Settings > NRDS > Default Payment Processing M1 ID > and will update this to the new POE/AE's M1 ID. This setting is not available for you as the customer to update; it is only available to GZ Support staff.

Do not reach out to update your Real Estate Integration Settings until you have verified that the POE/AE has synced successfully to M1 (Please wait at least 15 minutes and then check the Activity Logs of both Tenant record and AE record).