User permissions

Overview

The user permissions feature gives brokerages more flexibility around agents' level of access without additional efforts. To enable or disable specific permissions for a user, go to Users > Needed profile > Permissions tab and select or clear required checkboxes.

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Type of permissions

  • Can see individual pipeline – user can access their individual sales pipeline
  • Can see company reports – user can access all company reports
  • Can access private contacts – user can access contacts available only to the person who has added this contact
  • Can manage private contacts – user can edit private contact's info
  • Can create transactions – allows the user to create transactions
  • Can edit transactions – allows the user to edit transactions
  • Can delete transactions – allows the user to delete transactions
  • Can cancel transactions – allows the user to cancel transactions
  • Can access all company transactions – allows the user access all transactions within the company
  • Can change transaction checklists – allows the user to edit or remove items from a checklist assigned to a transaction
  • Can close transactions – allows the user to close completed transactions (all items have to be submitted and approved)
  • Can close not approved transactions – allows the user to set transaction status as 'closed' for transactions with incomplete items
  • Can re-open transactions – allows the user to re-open closed transactions
  • Can move transactions – allows the user to move transactions between multiple locations (sub-accounts) if several offices have been set up within the Brokermint account
  • Can access transaction commissions – allows the user to access the commissions section on the transaction level
  • Can access account activity – allows the user to access the company's activity log
  • Can access library – allows the user to use forms and e-signature templates
  • Can manage library – allows the user to create, edit or delete e-signature templates
  • Can approve documents – allows the user to access the "Approve Docs" section where admins can review submitted documents
  • Can submit transactions for approval – allows users to submit transactions for review (all documents have to be uploaded and/or set as exemptions)
  • Can submit individual documents – allows the user to submit individual documents for review
  • Can manage company settings – allows the user to access the Settings section
  • Can edit company info – allows the user to change company information
  • Can manage users – allows the user to invite other users to the system
  • Can manage checklist templates – allows the user to setup checklist templates
  • Can manage fields allows the user to set up fields
  • Can manage commission plans – allows the user to set up commission plans
  • Can manage dashboard allows the user to work with the dashboard
  • Can share transactions – allows the user to share the transaction details with the clients
  • Can access accounting allows the user to work with the Accounting section
  • Can manage agent billing – allows the user to manage payment methods and charges on behalf of the agency
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