Summary
Learn how Access Control Levels (ACLs) determine what you can view, edit, create, and manage throughout Box+Dice.
This article covers:
About access control levels
Access Control Levels (ACLs) determine access to functions throughout the Box+Dice system.
Every user is assigned an Access Control Level that regulates what they can access and manage within Box+Dice.
Each access level includes a set of default permissions. These permissions can be modified by users with the appropriate administrative privileges.
ACLs help ensure staff have the correct access to perform their role while protecting sensitive business and customer information.
An administrator can customise the permissions assigned to each Access Control Level.
To modify an access level, navigate to:
- Settings > General > Access
From here, you can select the access level and adjust the permissions available to that level.
Access control level categories
Access Control Levels are grouped into functional areas throughout Box+Dice. Each area contains permissions that determine what actions you can perform.
| Module | Privilege | Purpose | ||
| Accounting | Payroll | View only their office | The ability to view and/or edit Payroll for your office | |
| View their authorised office(s) | The ability to view and/or edit Payroll for your authorised offices | |||
| View all offices | The ability to view and/or edit Payroll for all offices in your office group | |||
| Accounting | Purchases | Edit | The ability to edit Purchases | |
| Accounting | Sales | Edit | The ability to edit Sales | |
| Accounting | Trust | Edit all office groups | The ability to edit Trust for all offices in all office groups | |
| Edit their authorised office(s) | The ability to edit Trust for your authorised offices | |||
| Edit | The ability to edit Trust for your office | |||
| Edit all offices | The ability to edit Trust for all offices in your office group | |||
| View | The ability to view Trust for your office | |||
| View all offices | The ability to view Trust for all offices in your office group | |||
| View their authorised office(s) | The ability to view Trust for your authorised offices | |||
| Appointments and tasks | Appointments | Edit only their office | The ability to add/edit appointments of other staff in their office | |
| View only their office | The ability to view staff members from their office appointments | |||
| Edit all offices | The ability to add/edit appointments of other staff in their office group | |||
| View all offices | The ability to view staff members from their office groups appointments | |||
| Appointments and tasks | Tasks | Edit only their office | The ability to add/edit tasks of other staff in their office | |
| View only their office | The ability to view staff members from their office tasks | |||
| Edit all offices | The ability to add/edit tasks of other staff in their office group | |||
| View all offices | The ability to view staff members from their office groups tasks | |||
| Contacts | Contact Details | Appraisal Contact Activities | View and filter only their office and authorised offices | Ability to view all their own appraisals, all appraisals associated with their office, and all appraisals associated with their authorised office. |
| View and filter for all offices | The ability to view Appraisal Activities on a contacts history for staff in your all office within your office group | |||
| View appraisal timeline activities and property transactions for all offices | The ability to view Appraisal activities on a contacts history and on a property's transaction list for staff within your office group | |||
| Contacts | Contact Details | Bank Account Details | Edit | The ability to edit a contacts bank account details |
| View | The ability to view a contacts bank account details | |||
| Contacts | Contact Details | Contact Categories | Add unique categories for other consultants with staff sharing permission | The ability to add a unique category to a contact you have access to |
| Remove unique categories for other consultants with staff sharing permission | The ability to remove a unique category to a contact you have access to | |||
| Apply Mobile Contact category | The ability to restrict who can use the Mobile category for syncing contacts to their device | |||
| Remove categories for other consultants with staff sharing permission | The ability to remove a category to a contact you have access to | |||
| Add categories for other consultants with staff sharing permission | The ability to add a category to a contact you have access to | |||
| View | The ability to view categories and agents names attached to a contact | |||
| Contacts | Contact Details | Contact Record | Delete | The ability to delete a contact or not |
| Contacts | Other Contact Activities | View only their office | The ability to view other staff members contact activities on the contacts timeline | |
| View all offices | The ability to view other staff members contact activities on the contacts timeline | |||
| Property Tree Contact Activities | View their own | The ability to view Landlord and Tenant contact activities where you are the activity consultant | ||
| View only their office | The ability to view Landlord and Tenant contact activities where the activity consultant is in the same primary office as you | |||
| View all offices | The ability to view all Landlord and Tenant contact activities | |||
| Property Tree Contact Summary and Sync Data | View | The ability to view summaries of a contact's history in Property Tree and when a contact's details are out of sync | ||
| Rental Appraisal Contact Activities | View and filter only their office | The ability to view and filter Appraisal Activities on a contacts history for staff in your office | ||
| View and filter for all offices | The ability to view and filter Appraisal Activities on a contacts history for staff in your all office within your office group | |||
| View appraisals timeline activities and property transactions for all offices | The ability to view Appraisal activities on a contacts history and on a property's transaction list for staff within your office group | |||
| Scheduled Email/SMS | Edit | The ability to edit an un-sent scheduled email or SMS | ||
| Delete | The ability to delete/cancel an un-sent scheduled email or SMS | |||
| Contacts | Contact Details | Timeline Entry | View All Contact Notes (overrides the Note Visibility system setting) | The ability to view all contact history notes |
| Edit only their office | The ability to edit Timeline entries only in their office | |||
| Edit their authorised office(s) | The ability to edit Timeline entries in their authorised office(s) | |||
| Edit all offices | The ability to edit Timeline entries in all offices | |||
| Delete only their office | The ability to delete Timeline entries in their office | |||
| Delete their authorised office(s) | the ability to delete Timeline entries in their authorised office(s) | |||
| Delete all offices | The ability to delete Timeline entries for any contact you have access to | |||
| Contact Search | Boards | Share boards with other users | The ability to share boards with other users | |
| Bulk add or remove categories | Ability to add or remove categories to multiple contacts | Ability to add or remove categories to multiple contacts in bulk | ||
| Dashboard | View all offices | Allows users to select other offices to view their statistics on the home page dashboard | ||
| Email Blasts | Approve and Send Bulk Email Campaigns | The ability to send blast emails to multiple contacts | ||
| Create Group Emails Blasts | The ability to create Group Email Blasts | |||
| Approve and Send Group Email Blast | The ability to approve and/or send Group email blasts beyond the Blast Email Campaign Approval Limit set under Settings Email Settings. | |||
| Email Designer | Access Email Designer | Ability to see all templates created by someone from their Office Group | ||
| Create and edit my own template | Create and edit own template | |||
| Create and edit any template from Office Group | Create and edit any template from Office Group | |||
| Global Permissions | View 25 search results per page | Ability to see options up to and including 25 to view results per page | ||
| View 50 search results per page | Ability to see options up to and including 50 to view results per page | |||
| View 100 search results per page | Ability to see options up to and including 100 to view results per page | |||
| View 500 search results per page | Ability to see all options to view results per page | |||
| Edit theme settings | The ability to edit default blast template font/colour settings | |||
| Export Data (max 100 records) | The ability to export data up to 100 records via the Export buttons on Sales/Contacts search screens | |||
| Export Data (max 250 records) | The ability to export data up to 250 records via the Export buttons on Sales/Contacts search screens | |||
| Export Data (max 500 records) | The ability to export data up to 500 records via the Export buttons on Sales/Contacts search screens | |||
| Export Data (over 500 records) | The ability to export data over 500 records via the Export buttons on Sales/Contacts search screens | |||
| Import Contacts | The ability to use the Contact Importer tool to import contacts and properties into the CRM | |||
| Bulk add or remove property tags | The ability to add or remove tags to multiple properties | |||
| Bulk Update Contacts | The ability to update data for existing contacts in bulk via contactID | |||
| Share boards with other users | Ability to share Boards with other team members for collaboration. | |||
| Merge Properties | The ability to merge duplicate properties | |||
| Open Contact Library with over 500 records | The ability to access the Library with more than 500 records selected | |||
| Bulk Apply Task Template | The ability to apply a task template to multiple contacts at once. | |||
| Open Contact Library (max 500 records) | Grants ability to open Library when more than 500 contacts are selected. | |||
| Open Library from Contact individual record | Ability to open Library directly from a single contact’s profile. | |||
| Open non-contact Libraries | Grants access to other Library types | |||
| Bulk Email all Contacts | The ability to bulk email any contacts | |||
| Bulk SMS all Contacts | The ability to bulk SMS any contacts | |||
| Bulk SMS all Business Contacts | The ability to bulk SMS company contacts | |||
| Bulk SMS other Consultant's Contacts | Show/hide the button 'Send SMS' on the Contacts List screen. | |||
| (behaviour is the same as for ACLs 'Bulk SMS all Contacts', 'Bulk SMS all Business Contacts') | ||||
| View the System Logs | Ability to view and export system logs | |||
| Merge contacts | The ability to merge duplicate contacts | |||
| View the recent views | Ability to see who has recently viewed a record | |||
| Grab | Website submitted forms | View | Allows you to view values from website submitted forms. Not relevant if your website is external to Box + Dice | |
| Inspections | Edit Inspection Details Screen ACL | Ability to edit details on the Inspection Details screen | ||
| Select consultants from other office groups | Ability to assign consultants from different office groups | |||
| Inspections | Edit Inspection Details Screen ACL | The ability to add in inspection times | ||
| Select consultants from other office groups | Allows user to select a consultant from a different office group when adding an inspection | |||
| Lead Capture | Consultant filter | View | The ability to see and filter by consultant in the Lead Capture screen | |
| Listings | Appraisals | Cancel appraisals from any office | Ability to cancel any individual appraisal regardless of the appraisal’s office | |
Cancel appraisal from their office/authorised office(s) |
Ability to cancel an individual Appraisal only when it belongs to the user’s Primary or Authorised Offices | |||
| Delete appraisal from any office | Ability to delete any appraisal | |||
| Delete appraisal from office/authorised office(s) | Ability to to delete an Appraisal that belongs to the user’s Primary or Authorised Offices | |||
| Appraisal Search | Export | The ability to export | ||
| Archive any appraisal in bulk | The ability to be able to bulk archive/cancel any appraisal from the Appraisal Search screen, regardless of the appraisal’s office | |||
| Archive appraisal from office/authorised office(s) in bulk | Allows users to bulk archive/cancel an appraisal from the Appraisal Search screen when the appraisal belongs to the user’s primary or authorised offices | |||
| Listings | Campaigns | Edit | The ability to edit/create new campaigns | |
| View | The ability to view a listing campaign | |||
| Listings | Listing Files | Manage published files | The ability to manage published files uploaded to a listing | |
| Manage non-published files | The ability to manage non-published files uploaded to a listing | |||
| Send Files by Email | The ability to send files via email that are uploaded to a listing | |||
| View files outside of office/authorised office | The ability to limit which users can view listings files from outside a users office or authorised office | |||
| Listing Information | Edit | The ability to edit listing information | ||
| Listing details | Buyer Leads | Delete Contact from Buyer Leads | The ability to remove a buyer from a listing's buyer leads | |
| Edit Contact in Buyer Leads | The ability to edit a contact in a listing's buyer leads | |||
| Edit Buyer Lead Date once Contact is added | The ability to edit the 'buyer lead date' field within a contacts buyer lead details | |||
| Add Contact to Buyer Leads | The ability to add a contact to a buyer register | |||
| View | The ability to view buyer leads on a listing | |||
| View Show Matches | The ability to search for matched buyer on a listing's buyer register | |||
| Listing details | Commissions | Edit only their office | The ability to edit the commission information within a listing | |
| Edit their authorised office(s) | The ability to edit commission in your authorised office(s) | |||
| View only their office | The ability to view the commission information within a listing | |||
| Edit all offices | The ability to edit the commission information within a listing from your office group | |||
| View all offices | The ability to view the commission information within a listing from your office group | |||
| View their authorised office(s) | The ability to view the commission in your authorised office(s) | |||
| Listing details | Listing Record | Select consultants from other office groups | The ability to add a listing consultant from another office group | |
| Select advertising consultants from other office groups | The ability to add an advertising consultant from another office group | |||
| Delete | The ability to delete a listing | |||
| Listing details | Sale details | Unlock | The ability to use the 'lock' option on the sales details screen | |
| Edit | The ability to edit the Sales Details tab on a listing | |||
| Listing details | Solicitor / Conveyancer | View | Allows user to see what Solicitor / Conveyancers are attached to a listing | |
| Add a Vendor Solicitor/Conveyancer | Allows user to add a Vendor's Solicitor / Conveyancer to a listing | |||
| Edit a Vendor Solicitor/Conveyancer | The ability to edit a Solicitor / Conveyancer record | |||
| Remove a Vendor Solicitor/Conveyancer | Allows user to remove a Vendor's Solicitor / Conveyancer from a listing | |||
| Select a Vendor Solicitor/Conveyancer | The ability to add Vendor Solicitor / Conveyancer to a listing | |||
| Edit a Vendor Solicitor/Conveyancer contact details | The ability to edit a Solicitor / Conveyancer's contact details record | |||
| Delete a Vendor Solicitor/Conveyancer contact details | The ability to delete a Solicitor / Conveyancer's contact details record | |||
| Add a Purchaser Solicitor/Conveyancer | Allows user to add a Purchaser's Solicitor / Conveyancer to a listing | |||
| Remove a Purchaser Solicitor/Conveyancer | Allows user to remove a Purchaser's Solicitor / Conveyancer from a listing | |||
| Listing search | Sensitive Information | View | The Ability to view information that is company specific not open to all staff | |
| Portal loading | Edit | Make changes to how the portals are set up and visible | ||
| Social Ads | View | Allows staff to open the Social Ads Modal | ||
| Prospecting | Lead Creation | Allow users to create or re-assign a Lead when the My Contact category is set to a different user | The ability to create or re-assign a Lead | |
| Reason to Call | Allow a user to configure the Reason to Call Notifications | The ability to configure the Reason to Call Notifications | ||
| Reporting | Contacts | Reports with bulk contact data | View | The ability to run and view this report |
| Prospecting | Reports with consultant or office totals | View | The ability to run and view this report | |
| Sales - Appraisals | Reports with Office/Consultant Totals | View | The ability to run and view this report | |
| Reports without Office/Consultant Totals | View | The ability to run and view this report | ||
| Sales - Listings | Reports with office/consultant totals | View | The ability to run and view this report | |
| Report with trust/commission values | View | The ability to run and view this report | ||
| Subscriptions | View | The ability to subscribe to reports | ||
| Staff | Reports with Consultant Totals/Commission values | View for consultants from their office | The ability to run and view this report for consultants from their office | |
| View for consultants from their authorised offices | The ability to run and view this report for consultants from their authorised office(s) | |||
| View for consultants from all offices | The ability to run and view this report for consultants from all offices | |||
| Settings | Access Permissions | Save | The ability to edit ACLs | |
| Settings | Accounting | Accounts | Save | The ability to add in new Bank Accounts |
| Advertising | Archive | The ability to Archive Suppliers/Publications /Items/Templates | ||
| Edit | The ability to add/edit Suppliers/Publications /Items/Templates | |||
| General | Edit | The ability to edit the settings within the General tab within Accounting for your office | ||
| Edit all offices | The ability to edit the settings within the General tab within Accounting for all offices within your office group | |||
| Settings | Appraisal Reasons | Save | The ability to add in new appraisal reasons | |
| Delete | The ability to delete Appraisal reasons | |||
| Settings | Areas | Save | The ability to add in new Areas | |
| Delete | The ability to delete/remove Areas | |||
| Settings | Automations | Auto Alerts | My Contact Category Consultant Recipient | N/A (Code no longer in play) |
| Save | The ability to add in new auto alerts | |||
| Delete | The ability to delete current auto alerts | |||
| Check in SMS | Save | The ability to save the check in sms setting | ||
| Contact Automation | Save | The ability to save the contact automation setting | ||
| Delete | The ability to delete the contact automation setting | |||
| E-Alerts | Edit | The ability to enable/disable the e-alert | ||
| Investor Lead Notification | Edit | The ability to save changes to BDM Lead configuration | ||
| Lead Capture | Edit | The ability to enable/disable Lead Capture | ||
| Settings | CRM | Duplicates | Edit | Enable/Disable flags update on the page Settings CRM Duplicates |
| Emails and Manage Unsubscribe | Edit | The ability to edit the manage unsubscribe option in settings CRM manage unsubscribe | ||
| Security Restriction | Edit Restriction | The ability to make changes to the data restriction screen | ||
| Set up Categories | Save | The ability to add in new categories | ||
| Delete | The ability to remove Categories | |||
| Sources | Save | The ability to add/edit Sources | ||
| Delete | The ability to remove Sources | |||
| Consultant Groups | Add consultants to a consultant group where I am a member | The ability to add consultants to any group you are in | ||
| Add consultants to any consultant group | The ability to add consultants to any group | |||
| Save | The ability to add/edit consultant groups | |||
| Delete | The ability to delete/remove Consultant Groups | |||
| Deduction Reasons | Save | The ability to add in new deduction reasons | ||
| Delete | The ability to delete/remove Deduction reasons | |||
| Expense Items | Save | The ability to add in new Expense Items reasons | ||
| Delete | The ability to delete/remove Expenses Items | |||
| Integrations | Edit | The ability to enable/disable API integrations | ||
| Lead Flow | Appraisal Lead creation logic | The ability to save changes to Lead Flow appraisal Lead creation logic | ||
| Listing | Save | The ability to save changes to particular listing settings pages | ||
| Listing Tags | Edit | The ability to configure listing tags | ||
| Offices | Save | The ability to edit office information | ||
| Delete | The ability to delete offices | |||
| Online Vendor Report | Save | The ability to configure the Online Vendor Report Settings | ||
| Open Time Setup | Save | The ability to edit the open time set up reasons Description | ||
| Delete | The ability to remove the open time set up reason Description | |||
| Pages | Save | The ability to add new page set ups in your libraries | ||
| Delete | The ability to delete/remove set up pages | |||
| Properties | Building Material | Save | The ability to add in new Building Material | |
| Delete | The ability to edit/remove Building Material | |||
| Duplicates | Edit | Edit duplicates in the system | ||
| Other Property Categories | Save | The ability to add in new Other Properties Categories | ||
| Delete | The ability to edit/remove Other Properties Categories | |||
| Property Other Features | Save | The ability to add in new Property Other Features | ||
| Delete | The ability to edit/remove Property Other Features | |||
| Property View Types | Save | The ability to add in new Property View Types | ||
| Delete | The ability to edit/remove Property View Types | |||
| Regions | Save | The ability to add in new Regions | ||
| Delete | The ability to Edit/Remove Regions | |||
| SMS | Save | The ability to manage SMS settings in your system | ||
| SSO | Save | The ability to save changes to SSO setup in your system | ||
| Sales Conditions | Save | The ability to add in new Sales Conditions | ||
| Delete | The ability to Edit/Remove Sales Conditions | |||
| Solicitor / Conveyancer | Save | The ability to add in new Solicitors | ||
| Delete | The ability to Edit/Remove Solicitors | |||
| Terminology | Save | The ability to add in new Terminology | ||
| Delete | The ability to Edit/Remove Terminology | |||
| Territories | Save | The ability to add in new Territories | ||
| Delete | The ability to Edit/Remove Territories | |||
| Withdraw Reasons | Save | The ability to add in new Withdrawn Reasons | ||
| Delete | The ability to Edit/Remove Withdrawn Reasons | |||
| Staff | Additional Authorised Office(s) | Edit | The ability to configure authorised offices for staff | |
| Sharing | Edit own Staff Sharing | The ability to edit your own sharing settings | ||
| Edit Staff Sharing for other Consultants | The ability to edit other staff's sharing settings | |||
| View | The ability to view other staff sharing settings | |||
| Staff Commissions | Edit | The ability to make edits or alterations with commissions and staff sharing settings | ||
| Staff Details | Edit only their office | The ability to edit staff profile information within your own office | ||
| Add new staff | The ability to add new staff | |||
| Edit staff access level | The ability to change staff access levels | |||
| Edit all offices | The ability to edit staff profile information within your own office group | |||