Paperless Pipeline

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Edit User Kristian Keane

Unassigned docs maildrop address for Kristian: 1236543-999172-x@docs.paperlesspipeline.com
User Information (API User ID: 317)
Enter the new user's first name.
Enter new user's last name.
Enter the new user's email address carefully. It will serve as their sign in ID and will be the address where welcome information is sent.
Enter the new user's phone number here.
Choose the most appropriate location for this user. You can still give this user permissions for other locations.
For example: Office Staff or Agent
When checked, system generated emails to this location's users will be sent from this user's email address.
Check this box, if this user should receive a daily email with their overdue tasks as well as tasks due soon on their transactions. Recommended.
When checked, this user will be included in the staff recipients section of transaction notes provided they also have permission to view all transactions at the given location. We recommend leaving this checked for admins.
Some help text to be provided by Monta / Hollis / Carol.
License #, Fax / Other #, General Info
Enter this agent's real estate license number.
Enter the new user's fax or secondary contact number here.
Enter information not covered by other fields here.
Commission Percent & Notes, Payable Corp, Start Date
Enter this agent's current commission percent. For example, if this agent's split is 75/25, enter the number 75.

You can always update this value when the agent's commission split percentage changes.
Enter dollar amount. Once this agent generates this amount of commission for your company during their current production year, the system will provide notifications to help you and other financial admins adjust the agent's commission split level to another level as appropriate.
Enter commission level, rank or other relevant notes for this agent. These notes will be displayed next to this agent when generating commission disbursement authorizations on transactions.
If commission checks should be made payable to this agent's corporate entity instead of to their name, enter the corporate name here. Otherwise, leave blank.
If this user is an agent, enter their start date here. This date will be used in 12-month rolling commission reports.
Date
User Status
Choose to make this user active or inactive.

Inactive users will be unable to sign into or interact with your paperless system.
User Permissions

Grant permissions below to control the specific actions this user may perform in the selected office location.

ToggleAccount-wide Permissions

Transactions

  • Master admin permissions are reserved for those who have been trained on admin functions of the system, and have ultimate authority over all areas of the account.

    Master admins have authority to view and manage all data throughout the account as well as full authority over billing, master admin assignment, account closure and more.

    A master admin is different from admin staff who can be given specific admin-level permissions (e.g., view all transactions, review docs, etc.).

    To prevent unauthorized access, review all master admin permissions before granting this permission.

  • Allow this user to download company-wide backups.

    This permission must only be granted to admins and never to agents since it gives the user access to company-wide data including all data within transactions.

    Not suitable for agents
Set location specific permissions for this user.

ToggleAustin, TX

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleAustin, Elsewhere

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleSome super long location name super long location name super long location name super long location name

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleDallas, TX

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleDes Moines, IA

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleEaster Island

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleHello

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleJackson Hole, WY

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleJupiter, FL

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 10

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 11-bc

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 2 - exd

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 3 - fx

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 4

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 5 - e

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 6

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 7

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 8

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Togglekk location test 9

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleMichael's Location

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

TogglePipeline - East Office

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleSome New One

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

ToggleSouth Fork, IN

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest44

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest 445

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest edit

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest edit new

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest here 22

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest here 2300

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest here 24

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest here 25

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

Toggletest here 26

Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.

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Transactions

  • Allows users to create new transactions but not make any changes to them once the transactions have been created.

    Suitable for agents.
  • Allows users to add or remove other agents on their transactions (i.e. transactions on which they are assigned as listing or selling agents.)

    Does not allow users to remove themselves from transactions.

    Suitable for agents.
  • Allows users to change the transaction status, close date, and automatic expiration date on their transactions.

    This permission is typically granted to admins but may be given to agents depending on your workflow.

    Suitable for agents.
  • Allows users to view all transactions for this location whether or not they're directly involved.

    This permission must ONLY be granted to admins and NEVER to agents since it allows them access to every agent's transactions in this location.

    This permission also informs the system that this user is one of your admin staff for this location.

    Not suitable for agents.

Documents

  • Allows users to directly upload documents or email them to their maildrop addresses.

    Suitable for agents.
  • Allows users to assign their own working documents to transactions they can see. If a user assigns a document to a transaction, they can also break apart or merge that document.

    This permission, when combined with the View all transactions permission above, allows users to assign any users' working documents to any transaction under this location.

    Suitable for agents.
  • Allows users to mark as reviewed any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are reviewing.

    Not suitable for agents.
  • Allows users to mark as entered any transaction docs under this location.

    This permission should only be granted to admin users and never to agents since it grants them access to every agent's documents in this location.

    When you grant this permission to your admins, we strongly recommend you also give them the View all transactions permission above so that they have full access to the transactions whose docs they are entering.

    Not suitable for agents.
  • Allows users to delete any unassigned docs as well as transaction docs in this location.

    This permission should only be granted to admins and never to agents since it allows deletion of data and grants them access to every agent's docs.

    This permission is not needed for users to delete their own working docs. It is also not needed to delete their own docs in their transactions as long as such docs have not yet been marked as reviewed. Reviewed docs can only be deleted by users with this permission.

    Not suitable for agents.

Checklists

  • Allows users to assign checklist templates to transactions they can see.

    This permission does not allow users to check off items, change checklist tasks or due dates. Therefore, this permission is suitable for agents.

    Suitable for agents.
  • Allows users to manage all aspects of checklists such as: manage checklist templates, check-off, edit or delete checklist tasks, change due dates on tasks, and assign checklist templates to transactions.

    We recommend giving this permission only to your admins since it allows users to add, change, remove, and check off all tasks; and add or remove checklists on transactions.

    Not suitable for agents.

Financials

  • Allows users to view and enter financial data and generate commission disbursement authorizations for transactions.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.
  • Allows users to view financial data and reports.

    This permission must ONLY be granted to admins and NEVER to agents since it gives them access to financial data on every agent's transactions in this location.

    Not suitable for agents.

Other

  • Allows users to create and edit users and locations.

    This permission should only be granted to admin users.

    Not suitable for agents.
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