Learn how to create new users and groups in this article and check out the steps to manage permissions:
Creating new users:
1. Access the area User - New.
2. Define a username.
3. Add personal data, social networks and photo.
4. Insert a description and make translations.
5. Set up the user type, agency, password and group you belong to.*
6. Click Save.
Creating user groups:
1. Access the area User - Groups/Permissions.
2. Click on “Add new” and define the group name.
3. Define the permissions for this group.
4. Click Save.
Permissions Management:
1. Access the area User - Groups/Permissions.
2. Choose the user group.
3. View the list of roles and activate or remove permissions.
4. Click Save.
Notes:
*The following user types are currently available:
Acquisition - for those who will be responsible for acquiring new properties for the agency's property portfolio.
Salesperson - for users responsible for property sales processes.
Telemarketer - for those who will be responsible for qualifying new sales leads.
Partner - is a specific type of user for integrations with external systems (another CRM, for instance). This type should not be applied to any contact, as it does not allow login to the CRM.
**When setting up a new user, if you check the option “Block from portals”, all the properties of this agent, even those indicated in the area “Portal Selection”, will not be exported to any real estate portal.
If you want this new user to access leads, contacts, and properties of an existing user, you should select the option “inherit”. Then, choose the agent from which you want the information to be transferred.
***Select a color for the new user. This way, an event scheduled for him/her will be available in the calendar (in the Dashboard area) highlighted with the defined color.
****Mark the option “Visible on Website” to make the information of this new agent available on your website.
This feature is available for all CASAFARI CRM users.
For more information, contact us on Chat or send an e-mail to: help@casafaricrm.com