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Managing Roles (Permissions, Staff Grouping)

Roles have two distinct functions for employees in iDashboard:

  1. Through Permissions, you can control what employees can and can't access in the system (such as Private Contacts)
  2. Through Action Plans, you can allocate a task to group of employees

All agencies come with a default Role setup called Administrators - this roll allows you to do anything in iDashboard, including resetting passwords, deleting contacts and viewing private contacts. We recommend setting up secure Roles and only keeping trusted employees in the Administrator role.

To manage your office Roles:

  1. Hover over 'Good Morning/Afternoon, {Your Name}' in the top right hand corner
  2. Click on Admin & Account Settings
  3. Click on Roles down the right hand side menu

To ADD a role:

  1. Click  Add Role
  2. Give the Role a Name e.g Sales People
  3. Give the Role a description (optional)
  4. Select wether this is role is a Super User (recommended only for Administrators and Office Managers)
  5. Click Create Role

To Edit the Permissions of a role:

  1. Click on the name of the role
  2. Click  Edit
  3. Click Permissions
  4. Now you can select which permissions this role has in the system
  5. Click Update Role

To Change the Role of an Employee:

  1. Hover over 'Good Morning/Afternoon, {Your Name}' in the top right hand corner
  2. Click on Admin & Account Settings
  3. Click on Employees down the right hand side menu
  4. Click on the employees' name that we want to change the role for
  5. Click  Edit
  6. Select the applicable Role from the drop down
  7. Click Update Employee

 

 

 

 

 

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