Staff Management

The Staff Management function allows you to manage users of your site and control the type of permission each user is given. This function is only available from the Developer/Admin Dashboard.

To access the Staff Management tab, simply navigate to the Menu -> Project Settings -> Staff Management.

Types of Dashboards:

Admin / Developer: This dashboard has access to all portions of the platform with some areas requiring additional permissions as seen below.

Sales: This Dashboard limited access to platform focusing on deals and limited permissions.

Permission Options (for Admin / Developer Dashboard only)

Change Price: Change prices in the Price Model and Listing Details, including managing the availability of units

Sign As Developer: Sign contracts and documents as a Developer.

Manage Reservation: Manage existing reservations and re-assign them to other users in Reserved Listings.

Manage Staff: Add, edit and deactivate user accounts and manage permission levels in Staff Management.

Verify Deal: Verify Deals under the Deals to Verify section on the Dashboard.

Change Deal Status: Change the statuses of deals (e.g. move to rescission period / sold firm) under To Convey, To Go Firm section on the Dashboard.

Privileged Admin (System Overrides): Take control of deal workflow and / or reverse any action made in error (e.g. moving deals back from firm status).

Manage Sales: Gives access to the Sales Module.

Worksheets: Gives access to the Selections/Worksheets under Sales Module.

Sales Grid: Gives access to the Sales Grid under Sales Module.

Manage Contacts: Ability to edit / update contacts under the Leads Module.

Connect Email: Ability to connect an email address to the Leads Module to be able to send emails.

Manage Lead Forms: Ability to Create and edit Lead forms under the Leads Module.

Export Contracts: Ability to export the Contact list from the Leads Module. 

Update Closing Date:  Ability to add/edit the Actual Completion date under the Closing Module. 

Update Estimated Closing Date:  Ability to add/edit the Estimated Completion date under the Closing Module.