User Roles in the Website Platform [Website Builder] Follow
The chart below can be used as a guideline to help understand the different user roles in the platform. Please see the following linked articles on: How to Create an Agent or Broker. How to Create a Team. How to Create an Admin or Employee. How to Create an Office Manager
Broker |
Admin |
Agent/Team |
Employee |
Office Manager |
|
---|---|---|---|---|---|
Takes a “Seat” in Platform |
x |
x |
x |
x |
|
Can manage all site Content |
x |
x |
|||
Can manage all site Settings |
x |
x |
|||
Can manage all site Leads, Tasks, Events |
x |
x |
|||
Can manage all site Marketing |
x |
x |
|||
Can manage their own tasks & events |
x |
x |
x |
x |
|
Can be assigned & manage their own leads, tasks, events, & marketing |
x |
x |
|||
Can manage all of the above for those in their office |
x |