Features / Agency Management / Agency rules & data processing

Agency rules and data processing

Customise user permissions, create teams, set data entry settings and control how your agency processes data.

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Define user-level access controls

Define user-level access controls

Assign specific access levels and privileges to users within your account. Every user can have their own set of access options and roles, such as see all buyers / listings, as well as account-level options which allows sharing data across offices for that user.

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Duplicate control settings

Duplicate control settings

Specify duplicate client controls and how they should operate across your agency, and set unlock rules based on certain criteria. For example – if an agent knows the phone number or email address of a client, they can unlock the original client file – and many other combinations.

User teams

User teams

For those who operate business units, assigning Teams allows your agents to share common data among their follow team members.

Account level settings

Account level settings

Control how your agents can view and add data on an agency level, as well as your company colours and branding which will be used in your marketing.

Engagement tags

Engagement tags

When it comes to multiple agents handling one client, your agents can use Engagement tags – an innovative way of tracking who has interacted with a client and is able to view their data.

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