Managing permissions and user access

What are Permissions and how do they work?

Permissions allow the account owner to manage which areas of the software that users can access and manage. There are a range of permissions that can be configured to ensure you can grant the appropriate permissions to your users. Note that only account owners or users with User permissions enabled can manage other users.

To set up permissions for your Users go to Admin > Users. If you need assistance with configuring your users please contact us on 03 9016 0444 or [email protected]

 The below outlines all possible permissions that can be ticked/enabled:

  • Users
    • User can manage all users permissions/account access
  • Website:
    • User can view and manage the Website backend (where website is provided by Eagle)
  • Contacts:
    • Find or Create Contacts: The User can Search or Create contacts
    • Manage contacts: User can edit all contacts they have access to
    • Full access to all contacts, even contacts that belong to other users: User can see AND edit all contacts
    • Import/Export: User can download a PDF or CSV of the database. The user can also Import Contacts using the Data Import tool.
  • Listings
    • View listings (except owner contact details): User can view  all listings, subject to Allowed Listing Types (see below)
    • View owner contact details: User can see the Owner’s details of all listings they can view
    • Manage own listings: User can view and manage listings where they are the listing agent (requires Agent Profile and User to be linked)
    • Manage listings: User can manage all listings they can view, subject to Allowed Listing Types (see below)
    • Manage Portal Pushing: User can access the Portals tab of a Listing
  • Allowed Listing Types
    • Residential Sales: User can access Residential Sale listings, subject to Listing permissions (see above)
    • Residential Rentals: User can access Residential Rental listings, subject to Listing permissions (see above)
    • Rural: User can access Rural listings, subject to Listing permissions (see above)
    • Commercial & Business: User can access Commercial and Business listings, subject to Listing permissions (see above)
  • Listing Agents
    • Only their own agent profile: User can attach only their own Agent Profile to a listing
    • All agents: User can attach any agents to a listing (only applies if the user can manage the listings)
  • Enquiries
    • Manage own enquiries: User can access the Enquiries page and manage their own enquiries and unassigned enquiries
    • Manage all enquiries: User can access the Enquiries page and manage all enquiries
  • Addresses
    • Manage addresses:  User can manage unassigned Addresses, their own Addresses and Addresses that they have access to view
    • Full access to all addresses, even addresses that belong to other users: User can view and manage all Addresses
  • Appraisals
    • Manage appraisals: Users can manage unassigned Appraisals, their own Appraisals and Appraisals that they have access to view
    • Full access to all Appraisals, even appraisals that belong to other users: User can view and manage all Appraisals
  • Projects
    • Manage projects: User can manage unassigned Projects, their own Projects and Projects that they have access to view
    • Full access to all projects, even projects that belong to other users: User can view and manage all Projects
  • Tasks
    • Full access to all Tasks, even tasks that belong to other users: User can view and manage all tasks
  • Notes
    • Full access to all Notes, even notes that belong to other users: User can view and manage all Notes
  • Calendar
    • Manage calendar: User can manage the Calendar and events they have access to view
    • Full access to all calendars, even events that belong to other users: User can manage the Calendar and all events
  • Contracts
    • Manage own contracts: User can manage unassigned Contracts, their own Contracts and Contracts that they have access to view 
    • Manage all contracts: User can manage all Contracts
  • Commissions(incomplete)
    • View Own Commissions: User can view their own Commission on Contracts and generate their own Agent Commission report
    • View All Commissions: User can view all Commissions on Contracts and generate their own Agent Commission and full Office Commission report
    • Manage Commissions:  User can view and manage all Commissions on Contracts and generate their own Agent Commission and full Office Commission report
  • Invoices
    • Manage: User can view and manage all Invoices
  • Marketing
    • Manage Marketing: User can manage all Campaigns they have access to view
    • Manage Repeating Campaigns: User can manage all Automatic Campaigns they have access to view
    • Manage Email Designs: User can manage Email Designs they have access to view
    • Full access to all campaigns, even campaigns that belong to other users: User can view and manage all Campaigns
  • Brochures
  • TVs
    • Manage: User can manage TVs
  • Custom Fields
  • SMS
    • Send Individual SMS: User can send an individual SMS from a contact record
    • Send Bulk SMS: User can send bulk SMS campaigns via the Marketing module
    • Setup SMS in automation: User can add SMS as a step in an Automation
  • Agents
    • Manage Own Agent Profile: User can manage their own Agent Profile
    • Manage: User can manage all Agent Profiles
  • Admin
    • Manage Own Automations: User can manage their own Automations
    • Manage Global Automations: User can manage office wide Automations
    • Manage Settings: User can manage Account Settings
    • Manage Letter Templates: User can manage Letter Templates
    • Manage Email Templates: User can manage Email Templates
    • Manage Integrations: User can manage integrations and portal setups
    • Manage SMS Templates: User can manage SMS Templates
    • Manage Billing: User can view subscription details and manage payment details
  • Reports
    • Manage Reports: User can view and generate Reports

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