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Understanding User Types and Permissions

This guide explains the different user types available in Buying Buddy and what each can do. We'll help you understand which type of user access your team members need.

Your Office or Team account already includes 2 Users with full permissions.

User Types at a Glance

Roster Agent

Perfect for office members who need basic listing presence:

  • Shows on their own listings
  • Has profile page with photo and bio
  • Appears in office roster
  • Receives notifications about their listings
  • Starts at just $10/month for up to 5 agents
    See the price list summary, or detailed pricing in your Account

Lead Manager

Ideal for team members actively managing leads:

  • Full CRM access
  • Lead management tools
  • Marketing campaign capabilities
  • Email and SMS features
  • Starts at $17/month per additional user

Account Admin

Special Lead Manager with extended powers:

  • All Lead Manager features
  • Account management access
  • User management
  • Billing access
  • System configuration
  • At least one required per account

Webmaster

Technical access for website setup:

  • Website configuration
  • No CRM access
  • No charge for this user type

Detailed Permission Comparison

FeatureRoster AgentLead ManagerAccount Admin
Profile & Listings
Display on own listings
Profile page
Office roster listing
Display on all listings-
Lead Management
Receive lead notifications
View lead details-
Manage leads-
Set up property alerts-
Marketing Tools
Email campaigns-
SMS messaging-
Drip campaigns-
Administrative
Manage account users-Optional*
Access billing-Optional*
System configuration-Optional*

*Lead Managers can be granted specific admin permissions by an Account Admin

Common Scenarios

Office Setup Example

A real estate office with 20 agents might have:

  • 17 Roster Agents for basic listing presence
  • 2 Lead Managers for lead handling
  • 1 Account Admin for oversight

Team Setup Example

A high-performing team of 5 might have:

  • 4 Lead Managers for full CRM access
  • 1 Account Admin (team leader)
  • 1 Webmaster for technical support

Upgrading Users

Need to upgrade a Roster Agent to Lead Manager?

  1. Navigate to My Account > Users
  2. Select the user
  3. Click Settings tab
  4. Change Service Level to Lead Manager
  5. Save changes

Additional Lead Manager Permissions

Account Admins can grant Lead Managers specific administrative permissions:

  • Lead management across account
  • Report access
  • Campaign management
  • Auto-responder configuration
  • Widget management
  • Business Center access

Next Steps

Updated on January 16, 2025
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