What is it?
Introducing the new ‘Optional Permissions’ that allows enterprise brokerages to assign additional permissions to ‘Standard Agent’ user type.
Benefits of the feature:
These optional permissions allow you to have more granular control over account access permissions for the 'Standard Agent' user type. This aligns well with the larger organizational structure, access level, and security needs.
Note: This feature is only available upon request. When enabled the existing 'Employee' agent type users will be by default mapped to the 'Standard Agent' user type with Assigned Accounts access, existing 'Manager' agent type users to 'Standard Agent' user type with Regional Accounts access and Admin agent type to 'Enterprise Admin' user type with Agency access, with an option to change the default settings.
To learn more about or to enable the new User Types and Account Access Levels, feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email email@example.com.
How to use the feature:
First, click on the “Team Management” option under the “Admin” dropdown menu.
On the top right-hand side of this screen, you will see a button that reads “Create a New Agent” which allows you to add additional Indio user(s) for your agency.
There are two user types to choose from 'Standard Agent' or 'Enterprise Admin'.
Standard Agent: This user type by default has access to client accounts assigned specifically to them, plus the accounts they create.
Enterprise Admin: This user type by default has access to all client accounts and all the application features.
In the Optional Permissions section, choose the additional permissions to assign to a standard agent to manage agency or global permissions similar to that of an Enterprise Admin.
To change the default Account access for user types, refer to the details here: New Granular Account Access Permissions
Edit Agency Details: With this permission, the standard agent can edit/update the agency profile information.
Add/Edit Team Members: With this permission, the standard agent can add/edit/manage team members.
Add/Edit Regions: With this permission, the standard agent can add/edit regions for their entire agency.
View Reports: With this permission, the standard agent can have access to the Agent and the Client reports.
Add/Edit Schedule Templates: With this permission, the standard agent can add/edit the schedule templates
E-signature Templates: With this permission, the standard agent can create/edit e-signature templates.
Still, have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email firstname.lastname@example.org.
Note: The Indio Technologies platform is most optimized on browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.