User Management
Overview:
In this article, we'll review system user management, user profile functions and permissions. For your convenience, please find the following resource below:
Create & Activate New Agents & Users:
- New Agents DO NOT get added through the Manage Users Panel. They get added directly from Agent Roster Page.
- Access Manage Users Panel by adding [ /admin/users ] to end of the URL for your instance
example: [clientportalURL].com/admin/users
Add a New User by Importing - [Realogy Clients ONLY]
User Profile Setup:
Send Welcome Email with Site Credentials
Permissions:
System:
What they can do:
- Everything under Accounting and Commissions permissions
- Delete Subscriptions
- Access to Accounting Widget
- View Admins and Vendors in the Manage Users Panel
- View Data Integrations Tab
- Delete listings
What they Can't do:
- Assign System level permission - You will need to submit a ticket to support
Admin
What they can do:
- Access all to all company listings, transactions, documents, invoices and tasks in the system
- Approve/Reject Pending Review documents
- Impersonating agent accounts
- Adding or editing agent accounts
- Adding or editing transactions
- Adding, editing, launching, or reactivating listings
- Adding or editing marketing opportunities
- Create invoices
- Viewing all system insight reports except for Accounting reports
- Administrating tasks requested by Agent users
- Manage Links & Documents section on dashboard including adding/editing/deleting items
What they Can't do:
- Cancel a pending transaction
- Edit an invoice
- Mark transaction 'Approved for Commission'
- Access Agent Documents File in Agent Details page
- Access and manage allowances
- Terminate an agent
- View the Agent's Report Tab when impersonating
- Access Agent's Broker 360 Report
Admin + Billing:
What they can do:
- Everything listed under Admin Permission
- Access to Broker 360 and Agent/Office/Company Production Reports
- Access to Agent Breakdown on Edit Transaction page
- Approve/Reject Document files in Pending Review
- Edit/void an Invoice
- Manage Subscriptions
- Manage Allowances
- Manage Closing Entities
- Terminate an Agent
What they Can't do:
- Access Commission Detail, to include Commission Reports
- Access Agent Documents file in agent details
- Access Batch Import Deposit within Allowances
- Access any System admin tools
- Cancel a Transaction
- Mark a transaction 'Approved for Commission'
Admin + Compliance:
What they can do:
- Everything listed under Admin Permission
- Access Agent Documents file in agent details
- Access to New Hire Packet Feature
- Activate agents on a subscription
- Approve/Reject Document Files in Pending Review
- Cancel a transaction
- Mark a transaction 'Approved for Commission'
What they Can't do:
- Access Commission Detail, to include Commission Reports
- Access to Broker 360 or Agent/Office/Company Production Reports
- Access to Agent Breakdown on Edit Transaction page
- Access to +Add Subscription button or cancel agents on a subscription
- Access any System admin tools
- Edit/void an Invoice
- Manage Closing Entities
- Manage Allowances
- Terminate an Agent
Admin + Agent User Management:
What they can do:
- Everything listed under Admin Permission
- Able to access the manager users page, but only be able edit agent and assistant accounts or create new users.
Admin + Accounting - A/P:
What they can do:
- Everything listed under Admin Permission
- Limits Brokerage Engine Accounting permissions for Accounts Payable
- Reports limited to Accountant and Subledger
- Banking menu limited to Banking and Bank Reconciliation
Admin + Accounting - A/R:
What they can do:
- Everything listed under Admin Permission
- Limits Brokerage Engine Accounting permissions for Accounts Receivable
- Reports limited to Accountant and Subledger
- Banking menu limited to Banking and Bank Reconciliation
Admin + Accounting - Full:
What they can do:
- Everything listed under Admin Permission
- Full access to everything in the accounting system
Admin + Commissions:
What they Can Do:
- Everything listed under Admin Permission
- Access To Commissions Detail page
What they Can't do:
- Cancel a pending transaction from UCC
- Edit an invoice
- Mark transaction 'Approved for Commission'
- Access Agent Documents File in Agent Details page
- Access and manage allowances
- Configuration: (note: this option is not yet available for production use. While you may see option in manage users panel, it is not currently selectable)
- Adding this to users permissions will grant them access to all configuration pages
- Configuration control for: Task triggers, task projects, document checklists, marketing plans
Admin + Branch Manager:
What they can do:
- All Functions of the admin permission but only have admin access to the listings, transactions and agents of the offices they have been given access too.
What they Can't do:
- All the same thing Admin permissions can't do for the offices they are assigned
- See any information within the system not associated with their assigned offices
Agent:
What they can do:
- Access all of their own listings, transactions, documents, invoices and tasks in the system
- Can create a pending transaction if enabled
What they Can't do:
- See other agents listings, transactions, documents, invoices and tasks in the system
- Access company reports
- Close a transaction
- Approve a document pending review
Assistant:
What they can do:
- Anything the Agent Permission level can do as long as they have been granted access to that agent
What they Can't do:
- Anything above the Agent permission level
- View Agent's Report's Tab
Vendor:
What they can do:
- Have access to the task queue where they can only see any tasks assigned to them
What they Can't do:
- Access anything else in the system
