Create your own roles and permissions

Create your own roles and permissions

Until now you had the standard roles like Agent and Administrator. Now you can build your own.

How to use it

  • Admins can create, edit and delete roles in Settings
  • Pick exactly what each role can see and do
  • The default roles stay as they are

Best for: giving a part-time agent, a junior agent or a bookkeeper just the access they need, and nothing more.