--- title: "Show a real estate agent roster on a Placester website" description: "Separate Placester personnel records, public profile pages, roster navigation, featured modules, page status, and clear site draft publication." canonical: "https://scalewithsearch.com/articles/placester-agent-roster-menu-setup" --- ## Site navigation - [Scale With Search](https://scalewithsearch.com/) - Services - Services - [AI systems](https://scalewithsearch.com/ai-systems) - [Site build](https://scalewithsearch.com/work#site-build) - [Whole website fix](https://scalewithsearch.com/work#whole-website-fix) - [Content library with SEO](https://scalewithsearch.com/work#content-library) - [Working session](https://scalewithsearch.com/audit) - Start here - [Send your brief](https://scalewithsearch.com/work#send-your-brief) - [Example scope](https://scalewithsearch.com/work#review-the-example-scope) - [Prices and terms](https://scalewithsearch.com/work#prices-and-terms) - Industries - Real estate - [Real estate agents and teams](https://scalewithsearch.com/for/real-estate) - [Platforms, ownership, and IDX](https://scalewithsearch.com/for/real-estate/real-estate-website-platforms-ownership-idx) - [Search, content, and AI](https://scalewithsearch.com/for/real-estate/real-estate-search-content-ai) - [Inquiries, campaigns, and handoffs](https://scalewithsearch.com/for/real-estate/real-estate-website-inquiries-campaigns-handoffs) - [Buyer, seller, and local pages](https://scalewithsearch.com/for/real-estate/real-estate-buyer-seller-local-resources) - [Rules, privacy, and trust](https://scalewithsearch.com/for/real-estate/real-estate-website-rules-privacy-trust) - Browse by business - [Trades and home services](https://scalewithsearch.com/for/#group-trades) - [Health, wellness, and animal care](https://scalewithsearch.com/for/#group-practices) - [Law, finance, and IT](https://scalewithsearch.com/for/#group-professional) - [Marketing and SEO agencies](https://scalewithsearch.com/for/#group-agencies) - [Shops and manufacturers](https://scalewithsearch.com/for/#group-manufacturing) - [Restaurants, shops, studios, and nonprofits](https://scalewithsearch.com/for/#group-local-services) - Chiropractic practices - [Chiropractic and wellness practices](https://scalewithsearch.com/for/chiropractic-and-wellness-practices) - [Chiropractic and physical therapy clinics](https://scalewithsearch.com/for/chiropractic-and-physical-therapy-clinics) - [All industries](https://scalewithsearch.com/for/) - Resources - Free tools - [AI readiness check](https://scalewithsearch.com/check) - [Free tools](https://scalewithsearch.com/tools/) - [Free Starter Kit](https://scalewithsearch.com/kit/business-memory-starter-kit.zip) - Guides - [AI-native library](https://scalewithsearch.com/ai-native) - [Industry intelligence](https://scalewithsearch.com/intelligence) - [Office job guides](https://scalewithsearch.com/guides/) - [Business memory](https://scalewithsearch.com/articles/business-memory-for-ai-agents-guide) - [Agent governance](https://scalewithsearch.com/articles/ai-agent-governance-guide-small-business) - [Migration and ownership](https://scalewithsearch.com/articles/leaving-vendor-ai-memory-guide) - Articles - [All articles](https://scalewithsearch.com/articles/) - [What changed](https://scalewithsearch.com/changes/) - About - Evidence - [Proof](https://scalewithsearch.com/proof) - Scale With Search - [About](https://scalewithsearch.com/about) - [How it works](https://scalewithsearch.com/how-it-works) # Placester real estate agent roster and menu setup Build the personnel records, roster page, and navigation as separate checks. Placester stores real estate agent records in `Agent Manager` and controls their website presentation in `Site Edit`. [Roster and records overview](https://support.placester.com/article/hqtgrp5vcn-showing-your-agents-on-your-website). Checked: 2026.10.22. For a small real estate team, the useful outcome is a buyer or seller finding the right person and reaching the agreed contact route. An entry in the dashboard does not demonstrate that public journey. Use the following questions as a provider brief. ## Which Placester editing experience do you have? Identify the interface before following instructions. Placester's current roster guide separates `Site Edit` from the `Legacy Customizer`. [Interface distinction](https://support.placester.com/article/hqtgrp5vcn-showing-your-agents-on-your-website). Checked: 2026.10.22. Ask the provider to record which interface controls your site. Keep screenshots of the applicable controls so the next maintainer can follow the handoff. ## Does your subscription include the required roster controls? Confirm it with Placester before planning account changes. Its personnel-management guide names `Office Builder / Broker Pro` eligibility for the described `Agent Manager` feature. [Documented subscription scope](https://support.placester.com/article/7dzb105i53-adding-creating-new-agent-using-agent-manager). Checked: 2026.10.22. The entitlement of your account is UNRESOLVED until confirmed. An article describing a feature does not establish that your current subscription includes it. ## What information should be approved before adding a profile? Prepare the public name, role, biography, headshot, contact details, and any credentials you intend to display. Have the responsible person approve the source facts. Keep private contact details and unsupported performance claims out of the profile brief. Mark missing facts as unresolved instead of completing them from memory. ## Where should a real estate agent record be created? Use the account's supported `Agent Manager` workflow. Placester describes adding a user record there and synchronizing its details with the website customization tools. [Personnel record creation](https://support.placester.com/article/7dzb105i53-adding-creating-new-agent-using-agent-manager). Checked: 2026.10.22. Have the provider locate any existing record before creating another. Record the intended person and public profile so duplicate entries can be recognized. ## How do you reach the current record controls from Site Edit? The roster guide uses `Dashboard > EDIT SITE > More > Manage agents`. The last phrase is the vendor's interface label. [Record-management route](https://support.placester.com/article/hqtgrp5vcn-showing-your-agents-on-your-website). Checked: 2026.10.22. Use authorized access and confirm the correct website before editing. Keep the supplied public facts beside the task. ## How is a roster index page created? The documented route is `Add New > Pages > Agents Index`. `Add to header menu` also places it in the header navigation. [Roster page creation](https://support.placester.com/article/hqtgrp5vcn-showing-your-agents-on-your-website). Checked: 2026.10.22. Ask the provider to check for an existing roster page first. Avoid creating a competing destination when the repair concerns a missing menu link. ## Where should the roster appear in the menu? Choose a label and position that help visitors find the people providing the service. Agree that choice before the provider edits navigation. Use the live buyer and seller tasks in the decision. A roster can be complete yet hard to find, so include navigation in the acceptance work. ## How do you add or correct the menu link? In the current interface, use **Customize Nav Bar**, then the link's **Links to** choice. Placester also documents **ADD LINK** for a new item. [Navigation controls](https://support.placester.com/article/wce77hx4i6-editing-your-navigation-menu). Checked: 2026.10.22. Select the intended roster destination. Check the public link after the approved release rather than assuming its label proves its destination. ## Can the menu label differ from the page title? Yes. Placester documents editable link titles and separate link destinations. [Menu title and destination](https://support.placester.com/article/wce77hx4i6-editing-your-navigation-menu). Checked: 2026.10.22. Use plain wording visitors can recognize. Keep the label, destination, and page heading together in the brief so later edits do not create a misleading route. ## Why might a saved profile remain absent from the roster? Check the profile page's status. Placester says only published profile pages appear on the site. [Profile visibility](https://support.placester.com/article/hqtgrp5vcn-showing-your-agents-on-your-website). Checked: 2026.10.22. Ask the provider to record the observed status and intended result. Keep an incomplete profile out of the approved public set until its content is reviewed. ## Is publishing the site draft the same as publishing a profile page? No. Placester distinguishes the site's draft-bar **PUBLISH** action from a page's own status setting. [Page status versus site publication](https://support.placester.com/article/2evlwv5fv4-publishing-and-discarding-drafts-site-edit-v2). Checked: 2026.10.22. Include both controls in the diagnosis when a profile is visible in preview but missing publicly. Ask which condition remains unmet. ## Where should an incorrect profile name be corrected? Use `Agent Manager`. The current roster guide says the profile-page name is managed there. [Profile identity source](https://support.placester.com/article/hqtgrp5vcn-showing-your-agents-on-your-website). Checked: 2026.10.22. Keep the approved public identity as the comparison source. Avoid creating another page to conceal an incorrect underlying record. ## Can real estate agents be grouped on the roster? Placester documents groups on profile pages and permits membership in more than one group. [Profile grouping](https://support.placester.com/article/hqtgrp5vcn-showing-your-agents-on-your-website). Checked: 2026.10.22. Agree what each group means before assigning it. Base public categories on confirmed roles or services and have the responsible person review the resulting presentation. ## How should the roster order be chosen? Choose an order visitors can understand and the business can maintain. Placester documents sorting and a custom-order option in the index settings. [Roster ordering controls](https://support.placester.com/article/hqtgrp5vcn-showing-your-agents-on-your-website). Checked: 2026.10.22. Record the approved ordering rule. Check the public list after membership changes rather than relying on an old screenshot. ## Is a featured roster section the same as the main index? Treat it as another presentation to inspect. Placester offers a `Featured Agents` module for page sections. [Featured module](https://support.placester.com/article/hqtgrp5vcn-showing-your-agents-on-your-website). Checked: 2026.10.22. Ask which people should appear in that section and why. Verify the selection independently from the full roster and confirm that cards open the intended profile. ## Why might a sidebar roster remain hidden? Check the sidebar position on the intended page. Placester says choosing **None** hides the sidebar while leaving its assigned widgets listed. [Sidebar visibility](https://support.placester.com/article/xfnncvq7nu-working-with-widgets-site-edit-v2). Checked: 2026.10.22. Ask the provider to inspect the actual page in preview. Do not infer that an assigned widget is visible to visitors. ## Can widget edits affect the wrong page? Verify which page is loaded first. Placester documents widget settings as applying to the content currently shown in preview. [Widget editing scope](https://support.placester.com/article/xfnncvq7nu-working-with-widgets-site-edit-v2). Checked: 2026.10.22. Record the page being edited and the expected sidebar result. Repeat the public check on that destination after the approved release. ## What else can publish with the roster edits? Review all pending site-draft changes. Placester says **PUBLISH** applies the entire site-editing draft, including changes beyond the last edited page. [Shared site draft](https://support.placester.com/article/2evlwv5fv4-publishing-and-discarding-drafts-site-edit-v2). Checked: 2026.10.22. Have the authorized owner inspect the pending work before publication. Keep unrelated unfinished changes out of the intended release. ## Are all contact changes held in the site draft? No. Placester documents immediate changes for contact details, office details, and social networks in **Settings > Site**. [Immediate-change exceptions](https://support.placester.com/article/2evlwv5fv4-publishing-and-discarding-drafts-site-edit-v2). Checked: 2026.10.22. Confirm the control being edited before changing public identity or contact information. Do not assume discarding a site draft reverses every account change. ## What should the public roster check include? Open the roster from the main menu, then inspect each approved profile and its contact choices. Compare identity and content with the supplied facts. Repeat on a phone and desktop. Record broken cards, missing profiles, duplicated people, and links to unintended destinations as separate faults. ## Does the roster demonstrate inquiry assignment? Require a separate delivery test for that claim. Agree the expected recipient and use a clearly marked question with contact details you control. Compare the received record with the submitted profile context and reply information. This article changes no assignment rules and establishes no account's delivery behavior. ## What should the roster repair brief contain? Bring the current roster address, approved personnel facts, intended menu position, observed faults, and required checks to the [real estate website scope](/for/real-estate). Name the provider responsible for records, page visibility, navigation, and delivery evidence. Preserve the approved result and unresolved account questions in the handoff so future personnel changes can follow the same review process. - [A real estate agent introduction video: script and website brief](/articles/agent-introduction-video-website-script) - [AgentFire team-member profiles and inquiry routing](/articles/agentfire-team-member-profiles-and-routing) - [Fix an unavailable YouTube embed on a real estate website](/articles/fix-unavailable-youtube-agent-website-embed) ## Related: Real estate - [A real estate agent introduction video: script and website brief](/articles/agent-introduction-video-website-script) - [AgentFire team-member profiles and inquiry routing](/articles/agentfire-team-member-profiles-and-routing) - [Fix an unavailable YouTube embed on a real estate website](/articles/fix-unavailable-youtube-agent-website-embed) ---- ```text .|########||. .|########||. .|########||. |##||. .||##|. |##||. .||##|. |##||. .||##|. |#|. .|#|. |#|. .|#|. |#|. .|#|. |#| |#| |#| |#| |#| |#| .#| |#. .#| |#. .#| |#. .#. .#| .#. .#| .#. .#| |#. .#| |#. .#| |#. .#| |# ...... #| |# ...... #| |# ...... #| .# ||#########| #| .# ||#########| #| .# ||#########| #| .#. |######||######|. .#. .#. |######||######|. .#. .#. |######||######|. .#. #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# # .||####|###########################|. # # .||####|###########################|. # # .||####|###########################|. # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || #. .######|#|#########| .# #. .######|#|#########| .# #. .######|#|#########| .# .#. |#####||||#####| .#. .#. |#####||||#####| .#. .#. |#####||||#####| .#. |# ||########|| #. |# ||########|| #. |# ||########|| #. |# ...... #| |# ...... #| |# ...... #| |#. .#| |#. .#| |#. .#| |#. .#. |#. .#. |#. .#. .#| |#. .#| |#. .#| |#. |#| |#| |#| |#| |#| |#| .|#|. .|#|. .|#|. .|#|. .|#|. .|#|. |##||. .||##| |##||. .||##| |##||. .||##| .||########||. .||########||. .||########||. Scale With Search 2026 [scalewithsearch.com](https://scalewithsearch.com) ```