User Management

Get Prop
Get Prop
  • 1 year ago
  • Updated

Who can use this feature?

Icon
Admins, Manager

What is covered?

  1. Different user roles
  2. Creating a Custom Role
  3. Creating New Users
  4. Private and Public Profiles
  5. Deleting Users
  6. Multi-Factor Authentication (MFA)
  7. Frequently Asked Questions

Different user roles

In PF Expert, there are 6 levels of access:

  • DM.png

    Decision Maker

    Can access all modules and features
    • Manage Contracts, Payment, & Invoices
    • Full access to Listings, Leads, & Insights
    • Create and manage users in your organization

    Best suits: Chairman, CEO, COO

  • Advis.png

    Advisor

    Full access user to assist the Decision Maker in driving key decisions
    • Manage Payment, Invoices & Credits
    • Full access to Listings, Leads, & Insights
    • Create and manage users in your organization

    Best suits:  Managing & Sales Directors

  • Advis.png

    Admin

    The day-to-day operations & management role
    • Access to Listings, Leads, & Insights
    • Create, publish, & update Listings
    • Manage credits, claim transactions, set agent holiday and more

    Best suits:  Admin, Sales/Leasing Manager, Operations Manager

  • Advis.png

    Agent

    has access to only their own listings
    • View the listings assigned to you
    • View and manage your SuperAgent Insights, set holiday mode, & claim your transactions

    Best suits:  Agent, Client Relationship, Property Consultant/Advisor

  • Advis.png

    Finance

    A role to manage finance-related operations
    • Manage payments & invoices
    • Manage credits
    • Access to features like Community Top Spot & Spotlight listings, and more

    Best suits:   CFO, Finance Manager, Finance Executive

  • Advis.png

    Member

    View-only access to relevant but not sensitive information

    Best suits:  Marketing, Digital, Media

Creating a Custom Role

You can now create custom roles that fits your business’ specific needs.

 

In users, navigate to “Roles & Permissions”
Click on “Add Custom Role”
Enter your “Role Name” and select a “Basic Role”
Enable all the permissions you want to add to your new role and click “Create”
Your custom role is now ready, you can assign it to your users.

 

custom-role.gif

Creating New Users

To create an account for a new user, please follow the below steps:

  1. Visit the PF Expert > Users page.
  2. Click on the red + sign. Screenshot 2023-07-04 at 10.16.12 AM.png
  3. Fill in the mandatory details (*) in the Private and Public Profile.
  4. Save all the user details by clicking over the green check mark. single check.jpg

 

add new user.gif

Private and Public Profiles

The difference between Private and Public Profiles.

Private Profile <span”>Public Profile
  • Internal use only
  • The Private Profile details are not shared on Portals
  • Includes Change Password
  • Includes Roles
  • Includes PF Expert Language
  • External use only
  • The Public Profile details are shared on portals
  • Includes Agent Details
  • Includes Agent Verification (Agents only)

 

Note: If you wish to update the Mobile number that is showing on your listings, you will need to make the update in the “Public Number” field.

 

Tip: If the WhatsApp number you are using is different that the number you are using for calls, make sure to update it in the “WhatsApp” field in the Public Profile.

 

Deleting Users

To delete a user, please follow the below steps:

 

  1. Visit the PF Expert > Users page.
  2. Right-click on the User you wish to delete.
  3. If the user had any content assigned to them, reassign all the user’s content (listings, leads, etc.) to a different user.
  4. Confirm and Delete.

 

delete users.gif

Multi-Factor Authentication (MFA)

Multi-factor Authentication (MFA) is a security enhancement that requires users to present two pieces of evidence when logging in to their accounts. This feature protects against unauthorized access by ensuring that the person trying to access an account has to verify their identity in more than one way.

To learn more about Multi-Factor Authentication (MFA), please check this article.

Frequently Asked Questions

Default roles i.e. Decision Maker, Advisor, Admin, Agent, Member, and Finance have default permissions assigned to them.

These permissions cannot be modified.

However, if there is a specific need for eg. you want to give some agents access to publish their own listings, this can be achieved by creating a new Custom Role and assigning those agents to the newly created role.

Creating new users is a permission of its own.

Decision Makers, Advisor, and Admins can create new users and assign them default or Custom Roles.

Similar to creating new users, modifying users is also a permission of its own.

Decision Makers, Advisor, and Admins can modify current user details however no other role can change the Decision Maker’s role.

For eg. an Admin cannot downgrade a Decision Maker to a role with less access.

Deleting a user is not possible.

Users can only be deactivated. Decision Makers, Advisor, and Admins can deactivate users.

However, no other role can deactivate a Decision Maker. For eg. an Admin cannot deactivate a Decision Maker.

PF Expert ‘Users’ menu has an option to create a new Custom Role.

A Custom Role is always built on a default role.

For eg. If you want to create a new role ‘Head of Admin’, you can create a new Custom Role derived from Admin and decide to give this role additional permissions to make them more privileged than the default Admin role.

If you want to enhance the capabilities of an existing default role, this is when Custom Roles should be used.

The following example explains the need for a Custom Role: you want to give some agents access to publish their own listings, this can be achieved by creating a new Custom Role and assign those agents to the newly created role.

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