Choose who may change feasibilities, commissions, documents and listings
Limit any of the four to the people you tick, so nobody else changes them by accident. The owner can always change everything.
Who it is for
Agency planAgency ownerAgency admin
Where to find it
- Agency dashboard: Configuration › Settings › Access
How to do it
Open Settings, then the Access tab.
Each area (Feasibilities, Developer commissions, Deleting documents, Listings) works as the roles allow until you choose Only the people I tick.
Tick the people who may change it (Tick all admins is there), then press Save. Everyone else is refused, in the listing form, on approvals and through Claude.
A tick never gives anyone more than their role already does: a realtor still needs the listing assigned, and commissions stay with owners and admins.
To undo, choose As the roles allow and press Save.
Or ask Claude
“Only Calum and Abe may change feasibilities.”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Team and approvals
- Invite your teamBy email, or one shared link for the whole team, with a WhatsApp message ready.
- Change a team member's photo or detailsOwners and admins keep everyone's photo, name, number, BRN and bio, for accounts the agency made.
- Keep developer contacts to owners and adminsRealtors read the developers' names and numbers unless you untick it, so a realtor who leaves does not take them along.
- Roles: owner, admin and realtorOwner does everything; admin everything except billing and the address; a realtor works on what is assigned.
- Approve what realtors and developers sendNew public listings and changes to live public ones wait for an owner or admin.
- Find the colleague who covers an area, and message themThe Team page filters by what people do and the areas they cover; tick several to email them all or WhatsApp each.