Knowledge

Screens

Permissions

Description

Real Estate Dashboard

View Global

Employees can access a comprehensive dashboard providing performance metrics related to their assigned Agent

Real Estate Agents

View (Own)

They can view detailed Agent profiles

View Global

They can view detailed Agent profiles

Create

Null

Edit

They can edit Real Estate Agent information

Delete

Null

Real Estate Agent Staffs

View Global

Employees can see all Agent employees

Create

Employees can create staffs for Agent

Edit

Employees can edit agent staff information

Delete

Employees can delete agent staff information

RealEstate Property Owners

View Own

Employees can only see the Property Owner created by the employee themselves

View Global

Employees can see the Agent's Property Owner

Create

Employees can create Property Owners

Edit

Employees can edit Property Owner's information

Delete

Employees can delete Property Owner's information

RealEstate Business Brokers

View Own

Employees can only see the Business Brokers created by the employees themselves

View Global

Employees can see the Agent's Business Brokers and not the Company's Business Brokers and other Agents.

Create

Employees can create Business Brokers

Edit

Employees can edit Business Brokers information

Delete

Employees can delete Business Brokers information

Assign to Business Brokers

View Own

Employees can Assign Property to Business Brokers that employees have created

View Global

Employees can Assign Property to Agent Business Brokers

Create

Employees can Assign Property to Business Brokers

Delete

Employees can delete Assign information

RealEstate Properties

View Own

Employees can only see Properties created by employees and Properties that employees are assigned to

View Global

Employees can see the Agent's Properties and not the Properties that the company or other Agents or Business Brokers have created

Create

Employees can create properties

Edit

Staff can edit the information of the Properties

Delete

Employees can delete Properties information

Real Property Approvals

View Global

Employees can see the Approvals screen.

When employees are selected as the person responsible for approving Properties, they will see the Properties that need to be approved in the Agent. They won't be able to see the properties that need to be approved by other companies or agents

Note: if an employee is only granted View Own permissions to the Properties screen, they will only be able to see the Properties that need their approval

Approval Property

Employees see the Approval function for approval

Real Estate Buy Requests

View Own

Employees can see property buy requests created by themselves and requests from customers whose properties are sold by themselves

View Global

Employees can see the agent's property buy requests from customers and colleagues

Create

Employees can create property buy requests directly for customers

Edit

Employees can edit the information of property buy requests

Delete

Employees can delete property buy requests

Real Estate Rent Requests

View Own

Employees can see property rental requests that employees have created and requests from customers that the property is rented by employees themselves.

View Global

Employees can see the agent's property rental requests from customers and colleagues

Create

Employees can create property rental requests directly for customers

Edit

Employees can edit the information of property rental requests

Delete

Employees can delete property rental requests

Real Estate Tenants

View Own

Employees can see the employee's tenant list

View Global

Employees can see the agent's tenant list

Edit

Employees can edit the status of the data