Role Management

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

Within the Role Management tab (Settings > Role Management), you have the capability to customize and allocate specific permissions for various roles. This functionality empowers you to precisely define the level of access accorded to each team member, ensuring that individuals possess the necessary permissions aligned with their responsibilities and tasks.

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.