Every Raptor Neo user holds exactly one role. It decides what they can open and change, module by module, and how many of the agency’s contacts and deals are in their view. Four roles come built in, and most agencies need nothing more. A Super Admin can adjust what a role allows, or add custom roles, under Settings → Roles.
The four roles side by side
| Role | Contacts and deals in view | Users, roles and agency settings |
|---|---|---|
| Super Admin | Everyone’s (All Users) | Full access to every module and setting |
| Team Lead | Their own and their teams’ (Own + Team) | No access |
| Agent | Their own, plus any shared with them (Own Only) | No access |
| Viewer | Their own, plus any shared with them, read-only | No access |
Whatever the role, every user keeps their own My Profile and Login & Security pages.
Listings and properties don’t follow these rules. Every user in the workspace can see all of them, whatever their role; roles only decide who may change them.
Module permissions
Permissions are set one module at a time, from Dashboard, Contacts and Listings through to Deals. For each one there’s a View, an Edit and a Delete circle: green when the role has that right, grey when it doesn’t.
Two things to know:
- The built-in roles keep their names. Each tab carries the tag System role · read-only name, and Reset to Default returns a built-in role to where it started.
- Save Permission applies your change to every user who holds that role.
Data visibility
Under the permissions you’ll find Data Visibility, which has its own Save Visibility button. It governs contacts and deals, and it’s the setting that keeps one agent’s clients out of another agent’s sight.
| Setting | What the user sees |
|---|---|
| Own Only | Records assigned to them, plus any a colleague has shared with them |
| Own + Team | Records they own, and the records of every agent in the teams they manage |
| All Users | Every contact and deal across the agency. Best kept for Super Admins |
Activities and campaigns tied to a contact or deal follow its visibility. To see how sharing and access requests sit on top of this, read who sees which contacts and deals.
Checking who holds which role
- The Settings → Users & Teams table gives each user’s role, team and visibility in one row.
- On Settings → Roles, each role’s tab shows how many users it’s assigned to.
