Advanced Permissions
Give everyone the access they need.
Shape CRM access around the responsibilities of each person in your real estate business. Define which modules users can open and which actions they can perform, then apply owner-based visibility to created or assigned records. Give administrators practical controls for aligning everyday access with the way the team manages its work.
Module access
Action controls
Owner-based visibility
Advanced Permissions
Give everyone the access they need.
Shape CRM access around the responsibilities of each person in your real estate business. Define which modules users can open and which actions they can perform, then apply owner-based visibility to created or assigned records. Give administrators practical controls for aligning everyday access with the way the team manages its work.
Module access
Action controls
Owner-based visibility
Advanced Permissions
Give everyone the access they need.
Shape CRM access around the responsibilities of each person in your real estate business. Define which modules users can open and which actions they can perform, then apply owner-based visibility to created or assigned records. Give administrators practical controls for aligning everyday access with the way the team manages its work.
Module access
Action controls
Owner-based visibility
Control
Set clear boundaries.
Choose the CRM modules and actions each user can access, including controls around editing, importing and exporting information. Give administrators a way to match available tools to everyday responsibilities and manage how colleagues work with business records.
Editing controls
Import/export permissions
Control
Set clear boundaries.
Choose the CRM modules and actions each user can access, including controls around editing, importing and exporting information. Give administrators a way to match available tools to everyday responsibilities and manage how colleagues work with business records.
Editing controls
Import/export permissions
Control
Set clear boundaries.
Choose the CRM modules and actions each user can access, including controls around editing, importing and exporting information. Give administrators a way to match available tools to everyday responsibilities and manage how colleagues work with business records.
Editing controls
Import/export permissions
Ownership
Focus each workspace.
Limit record visibility according to the information a user has created or owns. Keep assigned and created records within the relevant person's view, helping administrators shape each workspace around the responsibilities of the team member using it.
Assigned records
Created records
Ownership
Focus each workspace.
Limit record visibility according to the information a user has created or owns. Keep assigned and created records within the relevant person's view, helping administrators shape each workspace around the responsibilities of the team member using it.
Assigned records
Created records
Ownership
Focus each workspace.
Limit record visibility according to the information a user has created or owns. Keep assigned and created records within the relevant person's view, helping administrators shape each workspace around the responsibilities of the team member using it.
Assigned records
Created records
Ready to run your real estate business with more clarity and control?
We help real estate teams replace disconnected tools with one connected system for managing properties, leads, websites, portals, automations, and reporting.
Ready to run your real estate business with more clarity and control?
We help real estate teams replace disconnected tools with one connected system for managing properties, leads, websites, portals, automations, and reporting.