Users

Guide
⁦35 MB / 60 GB⁩
Expires: 2026-11-23
Users3
Active3
Plan limit12
Available9

Users

Manage access accounts within plan limits and permissions.

New user
UserEmail addressPhoneRoleStatusLast loginActions
Agency manager
Your current account
member1@example.test - Account owner Active 2026-10-24 05:58:44
Sara — office administrator member2@example.test - Manager Active 2026-10-24 05:58:44
Edit
Yassine — property advisor member3@example.test - Broker Active 2026-10-24 05:58:44
Edit

Edit user

Add a new user or edit an existing user’s permissions.

Cancel editing

Role permissions

Account roles are clear and limited to owner, manager, and broker.

Account owner

The account owner and its final decision-maker.

  • Manage subscriptions and payment requests
  • Manage account appearance and fields
  • Manage users and permissions
  • Create, edit, and delete properties and clients

Manager

Runs the account day to day without becoming its owner.

  • Manage users within the plan limit
  • Edit public display and field settings
  • Manage properties, clients, and requests
  • Submit renewal or upgrade requests and receipts without changing ownership

Broker

Handles properties and clients without sensitive administrative access.

  • Create and edit properties
  • Follow up enabled clients and requests
  • Open files allowed by the plan
  • Cannot manage subscriptions, users, or customization