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Understand Access Control Levels - Basics

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Summary

Learn how access control levels determine user permissions and control access to different functions in the CRM.

This article covers:

About access control levels

Access Control Levels define the permissions assigned to each user in the Box+Dice system. Every user is allocated an access level, which regulates what they can view or manage.

These permissions can be customised by an Admin user via Settings > General > Access, where access levels and their associated permissions can be adjusted.

Access levels are typically structured to reflect different roles within a business, such as staff, managers, and administrators.

Default access permissions

Listings

  • Staff - View their own listings only 
  • Staff (office) - View all listings within their office 
  • Staff (open) - View all listings in the office group 
  • Manager - View all listings within their office 
  • Manager (open) - View all listings in the office group 
  • Admin - View all listings in the office group
  • Franchise Admin - View listings across all offices in the office group

Appraisals

  • Staff - View their own appraisals only 
  • Staff (office) - View all appraisals within their office 
  • Staff (open) - View all appraisals in the office group 
  • Manager - View all appraisals within their office 
  • Manager (open) - View all appraisals in the office group 
  • Admin - View all appraisals in the office group
  • Franchise Admin - View all appraisals across all offices in the office group

Owner (Activities)

  • Staff - View their own owner activities within their office 
  • Staff (office) - View owner activities within their office 
  • Staff (open) - View owner activities in the office group 
  • Manager - View owner activities within their office
  • Manager (open) - View owner activities in the office group 
  • Admin - View owner activities in the office group
  • Franchise Admin - View all owner activites across all offices in the office group

Vendor(s) & Stocklists

  • Staff - View their own vendor activities within their office 
  • Staff (office) - View vendor activities within their office 
  • Staff (open) - View all vendor activities 
  • Manager - View vendor activities within their office 
  • Manager (open) - View all vendor activities 
  • Admin - View all vendor activities
  • Franchise Admin - View all vendor activities across all offices in the office group

Purchaser(s)

  • Staff - View their own purchaser activities within their office 
  • Staff (office) - View purchaser activities within their office 
  • Staff (open) - View purchaser activities in the office group 
  • Manager - View purchaser activities within their office 
  • Manager (open) - View purchaser activities in the office group 
  • Admin - View purchaser activities in the office group
  • Franchise Admin - View all purchaser activities across all offices in the office group

Commissions

  • Staff - View their own commissions only 
  • Staff (office) - View their own commissions only 
  • Staff (open) - View their own commissions only 
  • Manager - View commissions for their office 
  • Manager (open) - View all commissions 
  • Admin - View all commissions
  • Franchise Admin - View all commissions activities across all offices in the office group

Trust Accounting

  • Staff - No access
  • Staff (office) - No access 
  • Staff (open) - No access 
  • Manager - Access trust accounts for their office 
  • Manager (open) - View all trust accounts 
  • Admin - View all trust accounts
  • Franchise Admin - View all trust accounts

Inspections

  • Staff (office) - View their own inspections within their office 
  • Staff (open) - View inspections in the office group 
  • Manager - View, add, edit, and delete inspections for their office 
  • Manager (open) - View, add, edit, and delete inspections in the office group 
  • Admin - View, add, edit, and delete inspections in the office group
  • Franchise Admin - View, add, edit, and delete inspections across all offices in the office group

Reporting

  • Manager - View reports with office and consultant totals and trust/commission values 
  • Manager (open) - View reports with office and consultant totals and trust/commission values 
  • Franchise Admin - View reports with office and consultant totals and trust/commission values 
  • Admin - View reports with office and consultant totals and trust/commission values
  • Franchise Admin - View reports with office and consultant totals and trust/commission values across all offices in the office group

Staff Access Role

  • Staff (office) - No access 
  • Staff (open) - No access 
  • Manager - No access 
  • Manager (open) - No access 
  • Franchise Admin - Update staff access roles 
  • Admin - Update staff access roles
  • Franchise Admin - Update staff access roles

Staff Sharing Permissions

  • Staff - View consultants within their office 
  • Staff (office) - View consultants within their office 
  • Staff (open) - View consultants across all offices in the office group 
  • Manager - View consultants within their office 
  • Manager (open) - View consultants across all offices in the office group 
  • Admin - View consultants across all offices in the office group 
  • Franchise Admin - View consultants across all offices in the office group

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