This article provides a comprehensive explanation of the various permissions that are available in Settings.
This article provides a comprehensive explanation of the various permissions that are available in Settings.
These permissions determine the extent to which a user can access and control the settings homepage and the features and functionality of the application editor. By granting or revoking these permissions, certain pages in the settings can either be visible or hidden.
Personal
In this section of the Settings permissions, you are specifically managing actions available in the Profile -> Agent Details page.
- View Details: By checking this permission, a user is able to view the details of their own account such as logo, first name, last name, and home address.
- Edit Details: By checking this permission, a user is able to edit the details of their own account such as logo, first name, last name, and home address.
- Change Password: By checking this permission, a user is able to change their password.
Company
In this section of the Settings permissions, you are specifically managing actions available in the Profile -> Company Details page.
- View Logo: By checking this permission, a user is able to view the logo assigned to the entire company.
- Edit Logo: By checking this permission, a user is able to edit the logo assigned to the entire company.
- Delete Logo: By checking this permission, a user is able to remove the logo assigned to the entire company.
- View Details: By checking this permission, a user is able to view the details of the entire company's account such as the business name and business address.
- Edit Details: By checking this permission, a user is able to edit the details of the entire company's account such as the business name and business address.
Users
In this section of the Settings permissions, you are specifically managing actions available in the Users page.
- View Users: By checking this permission, a user is able to view all users in the entire account.
- Invite Users: By checking this permission, a user is able to invite new users to the account.
- Archive Users: By checking this permission, a user is able to archive users from the account.
- View User Role: By checking this permission, a user is able to view the role of all users in the entire account.
- Edit User Role: By checking this permission, a user is able to edit the role of users in their account.
You will only be able to edit the roles of users who have equal or lesser status. The tiers of user roles are:
- 👑 Master Admin
- Admin
- Standard
- Limited
Teams
In this section of the Settings permissions, you are specifically managing actions available in the Teams page.
- View Teams: By checking this permission, a user is able to view all teams in the entire account.
- Edit Teams: By checking this permission, a user is able to edit teams (inc. team name, description, adding/removing managers and/or users).
- Delete Teams: By checking this permission, a user is able to delete teams.
- Create Teams: By checking this permission, a user is able to create teams.
Permissions
In this section of the Settings permissions, you are specifically managing actions available in the Permissions page.
- View Permissions: By checking this permission, a user is able to view the permissions homepage.
- Edit Permissions: By checking this permission, a user is able to edit permissions.
- Delete Permissions: By checking this permission, a user is able to delete/remove permissions.
- Create Permissions: By checking this permission, a user is able to create/add permissions.
Here is a short video that provides an explanation of the items mentioned above: