Role Management

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.

1. Creating Roles

To create a new role, follow these steps:

Step 1

Click "Add Role."

Step 2

1. Enter the role name.

2. Provide a description for the role.

3. Click "Create Role" to save the new role.

   

2. Setting Role Permissions

To setup role permissions, follow these steps:

Step 1

Locate the role for which you want to configure permission rights and click the "view permission" icon.

Step 2

1. A list of permissions will be displayed.

2. Click the "Edit" icon.

   

Step 3

1. Select the desired permissions for this role.

2. Click the "Save" icon to apply the changes.

   

3. 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:

Step 1

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

Step 2

1. Click the "Edit" icon.

   
2. Click "Data Permissions".

   

Step 3

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

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

   
3. Click "Save".