User Service Levels and Permissions

The services and features a User has access to, is defined by their Service level. There are 4 different Service Levels:

  1. Lead Manager
    Lead Managers have full CRM access to manage leads.
  2. Account Admin
    The Account Admin is a special type of Lead Manager with full access to all leads and all account features.
    There must be at least one Account Admin in an account.
  3. Roster Agent (only available for 'Office' accounts) - has ability to manage Profile and view Business Center (if installed) but cannot access the CRM for managing leads
    Leads may be assigned to Roster Agents but they cannot manage them or view them in their Buying Buddy Account.
    Notifications will be sent so that the lead can be managed by the agent in other ways.
    (Account Admin will be able to see all leads assigned to Roster Agents).
  4. Webmaster - this a special non-chargeable user type that allows you to provide account access to your webmaster for website setup.

A Comparison of User Permissions

Permission / FeatureLead ManagerRoster Agent
On Property Details, for own listings (where MLS Agent ID matches), Agent is displayed as the Agent to contactYESYES
On Property Details, for general listings, Agent is displayed as Agent to contactYESno
Agent is listed in the Broker and Office Roster WidgetsYESYES
Agent has a full Profile Page (via the Roster) showing Photo, Contact, Bio, Active, Sold and Private Listings, and Zillow reviews.YESYES
Agent can be chosen by registering leads as the one they are working withYESYES
Agent can be included in the Round Robin for lead distributionYESno
Agent can receive notifications about leads assigned to themYESYES
Agent has access to the CRM capabilities to view, interact and work with LeadYESno
Agent can Setup and Edit Just Listed Property Alerts for LeadYESno
Can view history of lead's searches, properties viewedYESno
Can set up Drip Campaigns and Action Plans and attach to leadsYESno
Can have full or selected Account Admin access as Account AdminYESno

Additional Access Permissions for Lead Managers

It is possible to give Lead Managers permission to access selected 'Account Admin' capabilities without giving them full Account Admin access.

If you are logged in with Account Admin permissions then you will be able to adjust and set additional permissions for Lead Managers in your account.

Navigate to: My Account > users
Then, click the User name to view their profile.
On the profile page, click the "Admin Settings" tab.
If the User is a lead Manager you will see a list of the following Additional Access Permissions shown in this panel:

  • Manage Account Leads: View, Assign, Edit All Account Leads
  • View Admin/Team Reports: View the team dashboard and account level reports
  • Manage Account Campaigns: Create, Edit, Share and Delete Account Campaigns
  • Manage Auto Responders: Add, Edit and Delete Account Auto Responders, Email Templates and Call Lists
  • Access Account Billing: View and update billing information
  • Manage Widgets: Update widget appearance and default behavior
  • Manage Account Users: Add, Edit and Delete Account Users
  • Manage Business Center: Upload, Edit and Delete Documents and Links
  • Create Announcements: Create Business Center Announcements
  • Manage Account Listings: Edit Photos and Marketing Info for Account Listings

See Also:

In a Multi-User account, up to 4 Users can be assigned to work on the same lead using Roles.

Click here to learn about User Roles

Updated on November 19, 2022

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