Data Permissions

You can also configure data permissions for different roles, allowing you to set data restrictions based on specific criteria.

Setting data permissions allows brokers to restrict users' access to client and lead data, ensuring that they can only view the data they are directly involved with. This helps maintain data privacy and confidentiality, as well as streamlines workflow by focusing users' attention on relevant information.

The available options for data permissions are:

1. Company Wide: You will have access to view all data across the company.

2. Attributable to Ownself: You will have access to view data for clients or leads that are specifically assigned to you.

3. Attributable to Subordinates: You will have access to view data for clients or leads that are assigned to your subordinates.

4. Self-Involved: You will have access to view data for clients or leads in which you are a participant.

5. Subordinates-Involved: You will have access to view data for clients or leads in which your subordinates are participants.

6. No Owner: You will have access to view data for clients or leads who have no assigned owners.

To set data permissions for a specific role, follow these steps:

1. Find the role you want to configure data permissions for and click the "View Permissions" icon.

   
2. Click the "Edit" icon.

   
3. Click "Data Permissions".

   
4. Select the appropriate data permissions based on your desired restrictions.

5. Click "Confirm" to save the data permissions.

   
6. Click "Save".