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How to Manage a User’s Access

UPDATED October 27, 2024 | 2 MIN READ
Sharad Mehta
Written by
Sharad Mehta
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How To Manage A User’s Access

Go to the right sidebar menu. Click on Manage User.

Click edit ( ) icon.

Go to the Roles & Markets tab.

  • a. Select Roles, for example, Acquisition Manager.
  • b. Click Update Assignment to choose a market.
    Note: if there is only one Market, by default the system will assign the user to the market.
red box around acquisition manager and another red box around update assignment option

Go to the Campaigns tab, switch toggles on or off to Add to Campaign to have access to the General Market.

Go to the Access Permissions tab, switch toggles to on or off, or tick among choices to grant access permissions to the user. Access Permissions that can be granted to each user are the following:

  • a. Admin Access (Grant or Not Granted)
  • b. Access to Lead (Grant or Not Granted)
  • c. Lead Permission (Grant user lead permission)
  • d. Lead Access By Status
  • e. Module Based Permissions (Permissions’ choices: ○ None ○ View Only ○ Full Actions) – by default, permissions are marked as None.

Below are the modules that can be accessed on the left sidebar menu:

       i. Data

       ii. Marketing

       iii. Properties

       iv. Activity

       v. Contacts

       vi. General

       vii. Financials

       viii. Other (can be accessed in the right sidebar menu).
                Example: Custom Questions.

  • f. Other Permissions (Grant specific permission).
other permission section with red box around six options currently set to not granted

Click Save.

END.

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