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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…
Member Enrollment via the Info Hub
Your members can easily view available programs/certifications, and enroll, via the Info Hub. See Enroll in a Certification Program from the Info Hub for further details.
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…
Calendars
To display your events (whether publicly, member only, or internally) you will need to set up your calendars. To view or add calendars, click Setup in the Navigation Panel and find the Calendars link in the Event section; OR click Events in the Navigation panel and find the Calendars tab. A list of cal…
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…
