Access Levels and Access Groups work together to control what your team can see and do when they log into the system.
Access Levels are the main "roles" in your company. These are preset and cannot be created or deleted.
❌ None: This is for users who need to be active but who don't need access - an example of this is for people who hold a license and can still send referrals.
👑 Admin: Provides full access to everything in the system. Best for owners and top management.
🏢 Staff: Provides back-office access to help run the brokerage. Best for employees who assist management but aren't owners.
🏠 User: Provides access only to the user's own listings, documents, and transactions. This is the standard setting for Real Estate Agents.
While Access Levels are broad, Access Groups allow you to narrow down permissions even further.
Customization: You can edit the default groups or create brand-new ones to fit your specific needs. (see link down below) 🛠️
Refinement: If you want a "Staff" member to see listings but not company settings, you would create a specific Access Group for them.
Setup Tip: For most people, the Access Level and Access Group will be the same (for example: Level: User / Group: User). 🧩
If you need to create a specialized role or narrow down what a group can see:
Click the Settings Icon ⚙️ in the top right menu.
Select Access Groups under the Company section.
From here, you can Edit existing defaults or click Create New to build a custom permission set.
💡 Pro Tip: Always start with the "User" level for agents. This keeps their data private and ensures they only see the tools they need for their own transactions! 🛡️