Knowledgebase
How To - Add a Broker
Posted by Bruce Kamm on August 22 2012 10:34 PM

The correct steps for adding a new broker is as follows:

In manage.vbarter.com:

1.Go through the tabs Exchange > Brokers

vBarter will display a list of Brokers that already exist and ''Add New Broker' button at the end of the list.

2. Click 'Add New Broker' button.

Then a 'Quick Find' page will display

3. Type 'Business Name' or 'Contact Person' in the textbox and click 'Quick Find'

vBarter will display a list of all member matches with the 'Name' in the textbox along with 'Make Broker' check box in the first column and 'Add New Broker' button at the end of the list.

4. Check the member you wish to convert to a broker and click 'Add New Broker' button.

vBarter will display an updated list of brokers including the newly added broker.

If there is no member matching the business name/contact person entered, then there a customized error message displays: "There were no items that matched your search words."

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