Summary
Learn how to control access to the sales details screen using access control levels. This ensures that only authorised users can view or manage sales-related information.
This article covers:
About sales details screen access
Access to the Sales Details screen is controlled through Access Control Levels. Permissions can be granted or restricted based on assigned user roles, such as Staff or Staff (Open).
This allows businesses to manage visibility of sales-related information within listings, ensuring that only appropriate users have access to sensitive data.
Manage access control levels
To restrict access to the sales details screen:
- Go to: Settings > General > Access Control Levels
- Go to Listings > Listings Details > Sales Details
- Select the relevant User Role or Groups
- Adjust the access permissions as required
- Click Save
Articles in this section
- Add commission splits
- Add conjunctional sale information to a listing
- Cancel a sale and refund purchaser deposit
- Cancel a sale
- Change expected settlement date
- Filter sales listings by AML status
- Manage disabled commission fields in sales vouchers
- Manage commission default settings
- Mark a listing as sold
- Mark listing as under contract and under offer status