Access Control

Roles & Permissions

Define what each role can do across the portal. Assign these roles to staff from the Staff section.

Roles
5
Permissions
8
Staff with roles
6
Custom roles
0
Roles
Administrator

Full access to every area of the portal, including billing.

1 members8 / 8 permissions
View properties
Edit properties
Publish & feature
Manage enquiries
Manage appointments
Manage external agents
Manage staff & roles
Billing & finance
Manager

Runs day-to-day operations across listings, clients and agents.

1 members6 / 8 permissions
View properties
Edit properties
Publish & feature
Manage enquiries
Manage appointments
Manage external agents
Manage staff & roles
Billing & finance
Agent Lead

Owns property listings, enquiries and viewings for their book.

2 members4 / 8 permissions
View properties
Edit properties
Publish & feature
Manage enquiries
Manage appointments
Manage external agents
Manage staff & roles
Billing & finance
Concierge

Handles client communications and bookings.

1 members2 / 8 permissions
View properties
Edit properties
Publish & feature
Manage enquiries
Manage appointments
Manage external agents
Manage staff & roles
Billing & finance
Media

Read-only access to listings for photography and content work.

1 members1 / 8 permissions
View properties
Edit properties
Publish & feature
Manage enquiries
Manage appointments
Manage external agents
Manage staff & roles
Billing & finance
Permissions Matrix
PermissionAdministratorManagerAgent LeadConciergeMedia
Properties
View properties
Edit properties
Publish & feature
Clients
Manage enquiries
Manage appointments
Team
Manage external agents
Manage staff & roles
Operations
Billing & finance