Settings & permissions
Roles, data access, sign-in security and the lists your agency works from.
6 guides
- The four roles: Super Admin, Team Lead, Agent and Viewer What each built-in role can see and do out of the box, and where a Super Admin adjusts them.
- Create a custom role with its own permissions When none of the built-in roles fits a job, build one module by module and choose what it can see.
- Who sees which contacts and deals, and how to ask for access Why agents see only their own clients, what a locked record looks like, and how sharing and access requests work.
- Change the password you sign in with Each user changes their own password in Login & Security, following four simple rules.
- Set up deal stages for new developments and resale Two pipelines, one for off-plan sales and one for the secondary market, each with its own stages and fields.
- Configure your agency's lists, defaults and AI writing style Workspace defaults, the location tree, property types and amenities, where contacts come from, your mailbox and the AI's house style.
Still stuck?
Our team will take you through it on a call.