ADMIN: Access Levels vs Access Groups

Access Level vs Access Groups: Access level and access groups help you control which items within the system individuals have access to upon logging in.

Access Levels

Access Levels are as follows:

• None: Has no access to the ClientBAY system. Setting the user's access Level to NONE disables the user's ability to log in to ClientBAY.  
  

• Admin: Has full access to the ClientBAY system. An “Admin” should be someone in your company who needs access to everything management will be responsible for.
  

• Staff: Has full access to their ClientBAY within the back office. “Staff” should be someone in your company who is not management, but still performs some duties to run the brokerage on management’s behalf.

• User: Has full access to their own listings/documents/transactions in ClientBAY system. A “User” should be someone in your company who is a real estate salesperson.
  

Access Levels cannot be created in the system. If you would like to scope down permissions please see information about Access Groups below.

Access Groups

Access Groups allow you to define Access Levels down even further.

The default Access Groups can be found in your Admin tab on your left-hand side menu and then by selecting the Access Group option. If you choose to narrow down these groups down even more, you can edit the defaults or create new groups here.

Typically when creating a user, the access level and the access group will be the same.

• Managing your access groups

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