Loading…
Back office
No access
You’re signed in as , but this account can’t manage people and roles. If that’s wrong, ask an owner.
Settings
People and roles
People
Everyone who can sign in to the back office. Owners have every permission and can’t be changed here. The broker of record holds the license; that is separate from what their account can do.
Roles and permissions
What each role can do in the back office. Roles decide which screens a person sees. Each role’s access to the underlying data is connected as its own screens are built, starting with Field Specialists’ visits.
| Permission | OwnerOwners of the business | Listing SpecialistLicensed, handles pricing | Field SpecialistDocumentation Visits | Office adminScheduling and records |
|---|---|---|---|---|
| Dashboard and leads | ||||
| View the dashboardSchedule, overdue items and queues | ||||
| View leads and stage historyEvery lead record and who changed what | ||||
| Move a lead’s stageIncluding skipping stages | ||||
| Mark a lead lostA reason is always required | ||||
| Send the follow-up email earlyAhead of the automatic two hour send | ||||
| Decide on out-of-area leadsA broker decision | ||||
| Appointments and visits | ||||
| See their own appointmentsCalls and visits they are part of | ||||
| See everyone’s appointmentsNot just their own calendar | ||||
| Book and reschedule Documentation VisitsAssigns a Field Specialist | ||||
| Document a visitPhotos, layout and notes from the Documentation Visit | ||||
| Review submitted Documentation VisitsRooms, photos, notes and data plates; mark reviewed. Listing Specialists: their own leads | ||||
| Prospecting | ||||
| View prospectsEstate records and the parcels they sit on, before anyone has contacted us | ||||
| Payments | ||||
| View payments and the Documentation FeeCard details are never shown | ||||
| Issue a refundCovered by the refund promise | ||||
| Team and reporting | ||||
| Manage the Field Specialist networkAdd people and set service areas | ||||
| View conversion and velocityReporting from Sep 18 on | ||||
| Manage people, roles and permissionsThese settings pages | ||||