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.

Need a new user for a specific role? Create them in a few clicks.

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
• Can manage recurring charges – allows user to create, manage, and delete recurring billing charges
• Can access buyer offers – allows the user to fully access and manage buyer offers and their content
• Can access all company offers - allows the user to see all buyer offers within their organization
• Can create offer – allows the user to create buyer offers from scratch or from MLS
• Can edit offer – allows the user to modify buyer offer data
• Can delete offer – allows user to delete buyer offer