Permissions can be assigned individually or to groups created by the system administrator.

To apply permissions to an individual user, take the following steps:

In the footer of the application click ‘Users’;

Select a contact previously created or create a new one;

In the user record, go to the ‘Permissions’ section;

Select the permissions that the user will have in the various areas of the application;

Note: Even if the ‘List’ option is not selected the user can always view Opportunities/Properties/Contacts/Tasks and Leads that are its responsibility.

Settings:

• Edit: Allows the user to edit the overall settings of the software;
• Manage payments: Allows the user to manage payments;
• List: Allows the user to view list of property/contacts;
• Profile: Allows the user to manage user profiles.

Contacts:

• Add Note: Allows the user to add notes to contact records;
• Delete Note: Allows the user to delete notes from contact records;
• Edit Note: Allows the user to edit notes from the contact records;
• Edit: Allows the user to edit contact records;
• Export to sites: Allows the user to define contacts for exporting;
• Merge or Delete: Allows the user to delete contacts or merge two duplicated contacts;
• Insert: Allows the user to add new contacts;
• List: Allows the user to view the list of contacts;
• Synchronize: Allows the user to synchronize contacts with Gmail;

Tags:

• Manage: Allows the user to create / edit / delete tags;
• List: Allows the user to view properties / contacts associated to a selected tag

Property:

• Access to prospection properties: Allows the user to have access to eGO prospection separator;
• Add Note: Allows the user to add notes to properties;
• Delete Note: Allows the user to delete notes of properties;
• Delete: Allows the user to delete properties;
• Fast edit: Allows the user to make quick edits;
• Edit Commissions: Allows the user to edit commissions for each property;
• Edit current account: Allows the user to edit the current account of a property;
• Edit private data: Allows the user to edit the fields of the ‘Private Data’ section of a property;
• Edit Availability: Allows the user to edit the availability of a property (In evaluation / available / Reserved / etc.);
• Edit Note: Allows the user to edit notes of a property;
• Edit by associations: Allows the user to edit properties when the type of user is a Broker or salesman;
• Edit reference: Edit the references of properties;
• Edit: Allows the user to edit the fields of a property;
• Statistics: Allows the user to see the statistics of a property;
• Export to sites: Allows the user to set properties for exportation;
• Manage keys: Allows the user to manage the keys related to a property;
• Insert: Allows the user to add properties;
• List current account: Allows the user to view the current account of a property;
• List: Allows the user to view the list of properties.

Lead:

• Delete: Allows the user to delete Leads;
• Edit: Allows the user to edit Leads;
• List: Allows the user to view a list of Leads.
• Passing Stage to Win/Lost: Allows the user to set the state of opportunities to ‘Won’ or ‘Lost’.

Newsletters:

• Delete: Allows the user to delete Newsletters;
• Edit: Allows the user to edit Newsletters;
• List: Allows the user to view the list of Newsletters.

Opportunities:

• Add Note: Allows the user to add notes to opportunities;
• Add roadmaps and visits: Allows the user to add roadmaps of visits to opportunities;
• Delete Note: Allows the user to delete notes of opportunities;
• Edit CPCV: Allows the user to edit the management of the Promissory Contract of Sale and Purchase;
• Edit Scriptures: Allows the user to edit the management of deeds;
• Edit lead timelines: Allows the user to edit the steps that are needed to accomplish an opportunity;
• Edit Financing: Allows the user to edit the financing management;
• Edit Note: Allows the user to edit notes associated to opportunities;
• Edit Reference: Allows the user to edit the reference of opportunities;
• Edit: Allows the user to edit opportunities;
• Merge or Delete: Allows the user to delete opportunities or merge two duplicated opportunities;
• Insert: Allows the user to add opportunities;
• List roadmaps and visits: Allows the user to view the list of roadmaps and visits associated to an opportunity;
• List: Allows the user to view the list of opportunities;

Share:

• Manage: Allows the user to share properties between agencies;

Property appraisal or profile:

• Delete: Allows the user to delete Property Ratings and Appraisals;
• Approve: Allows the user to approve Property Ratings and Appraisals;
• Edit: Allows the user to edit the Property Ratings and Appraisals;
• Manage Property Rating: Allows the user to assign an internal rating to the property (sale likely, sale hard, etc.);
• List: Allows the user to view Property Ratings and Appraisals;

Surveys:

• Delete answer: Allows the user to delete the answers of the surveys;
• Delete: Allows the user to delete surveys;
• Edit: Allows the user to edit surveys;
• Send: Allows the user to send surveys;
• List: Allows the user to view the list of surveys;

Reports:

• Access to office reports: Allows the user to create/view office reports;
• Access to rentals reports: Allows the user to create/view rentals reports;
• Access to contacts reports: Allows the user to create/view reports related to contacts;
• Access to property reports: Allows the user to create/view reports related to  properties;
• Access to newsletters reports: Allows the user to create/view reports related to newsletters;
• Access to opportunities reports: Allows the user to create/view reports related to opportunities;
• Access to tasks reports: Allows the user to create/view reports related to tasks;
• Access to tickets reports: Allows the user to create/view reports related to tickets;
• Edit: Allows the user to edit existing reports;

Support: Page where you can communicate with technical support by chat or form

• Delete: Allows the user to delete requests to technical support;
• Edit: Allows the user to edit requests to technical support;
• List: Allows the user to view the lists of requests to technical support;

Task:

• Delete Note: Allows the user to add notes to tasks;
• Delete Note: Allows the user to delete notes of tasks;
• Delete: Allows the user to delete existing tasks;
• Edit Note: Allows the user to edit notes associated to tasks;
• Edit: Allows the user to edit tasks;
• Insert: Allows the user to add new tasks;
• List: Allows the user to view the list of tasks;

Users:

• Delete: Allows the user to delete other users;
• Configure who can see and edit the permissions of records: Allows the user to set which users have permission to view and edit the ‘Permissions’ section;
• Edit: Allows the user to edit other users;
• Insert: Allows the user to add new users;
• List: Allows the user to view the list of users;
• Follow me: Allows the user to follow opportunities, properties, contacts, tasks, leads;
• Files (sub category of “Users”):
  • Manage files: Allows the user to manage the files related to opportunities, properties, contacts, and tasks;
  • View file archive: Allows the user to view the related files;
• Notifications (sub category of “Users”):
  • Manage notifications: Allows the user to manage notifications;
• Proposals (sub category of “Users”):
  • Delete: Allows the user to delete proposals/counter proposals of opportunities;
  • Edit: Allows the user to edit proposals/counter proposals of opportunities;
  • List: Allows the user to view a list of proposals/counter proposals of opportunities;

Website:

• Manage: Allows the user to manage the website

Finally, click ‘Save‘;