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 06:53:35
Sara — office administrator member2@example.test - Manager Active 2026-10-24 06:53:35
Edit
Yassine — property advisor member3@example.test - Broker Active 2026-10-24 06:53:35
Edit

New user

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

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