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End User Access Levels- Recommendations for Real Estate Edition
As a Real Estate Association supporting your members, you want to ensure that Brokers, Office Managers, and Agents have the appropriate editing capabilities within the Info Hub for their needs. Setting up these access levels correctly makes sure that Brokers and Office Managers can access their brokerage-related invo…
Set up/Manage Staff Login Credentials
Staff with appropriate privileges will be able to setup new staff members. Once a staff member has been added to the database he/she will receive an email allowing for configuring their password. Password Rules When setting up passwords you must follow these password rules: * Password Length 10 characters …
Assign Member Access Level
The actions that your members may perform via Info Hub are driven by the Access Level you have granted to them. By default, your new contacts will be given "View Only" access to the hub when you first set them up. "View Only" will allow the member to view the Info Hub, and update their own info, access their billin…
Create a New Info Hub Access Level for Members
* In the Navigation panel, select Setup . * Click End User Setup in the Staff and Users Access section. The End Users Access Level tab will display a list of the pre-configured Access Levels, and the number of people assigned to each level. You may view the permissions that are associated to a particula…
About Access Levels
Access Levels drive what functions your staff will be able to perform in the database and what functions members will be able to perform in the Info Hub. Your database has been populated with default access levels that you can use as designed, customize to suit your business needs or you can create your own access l…
