As an Admin, you can create and edit Access Groups to define exactly what different members of your team can see and do within Back At You.

➕ How to Add an Access Group

1. Select the Settings icon ⚙️ in the upper right-hand corner.

2. Select Access Groups under the Company section.

3. Press the New button ➕ in the upper right-hand corner.

4. Name the Group and provide a Description if needed. 

5. Set Defaults: You can choose to use the default values of an existing group as a starting point.

6. Press Next  to designate specific permissions.

7. Press Save 💾 in the upper right-hand corner when finished.

🔍 Understanding Permission Sections

Each section within the Access Group settings controls a specific part of the Back At You system:

• Access Groups: Ability to view, create, or delete other access groups.

• Action Plans: Control over viewing, creating, or deleting action plans and history.

• Agents: Access to other agents' information and the ability to edit profiles. 

• Agent Fees: Permissions for managing agent fee structures. 

• Campaigns & Content: Controls for personal vs. company-wide marketing materials. 

• Contacts/Leads: Permissions to view, create, reassign, or change the status of leads.

• eSign: Access to personal and company-wide eSign templates. 
  

• Files: Access to creating, updating and deleting Company Files and Company Images.

• Lead Sources: Ability to view or edit company-level lead sources.

• Listings: Control over company listings. 🚩 Note: Avoid enabling "delete" or "create" here to prevent issues with automated data feeds.

• Mail: Messaging and communication access. 

• MLS Agents/Offices: Ability to see or edit agents and offices outside your own.

• Offices: Control over viewing or editing office-level details. 

• Showings: Management of showing itineraries and requests for company listings.

• Status Codes: Permission to see or edit company lead status codes. 

• Surveys: Access to personal, agent-level, or company-wide surveys.

• Transactions: Permissions to view or manage data in the Financial tab. 

• Vendors: Ability to manage vendor lists. 🚩 Note: Restrict this carefully to avoid duplicate entries.

✏️ Editing or Deleting Groups

• To Edit: Select the three-dot Action button and choose Edit  to adjust existing permissions.

• To Delete: Select the three-dot Action button and choose Delete.

🚩 IMPORTANT NOTE: You cannot delete an Access Group if there are currently users assigned to it. You must reassign those users to a different group first.