Rainmakers and team members with Unlimited permissions now have the ability to adjust the permission levels for each team member, which will control what that team member can see and do in the team Command account. There are three permission levels in the team Command account:
Standard - this is the default setting, and will be the basic permission level for most agents on your team. This permission level gives the agent access to view and manage the leads/contacts they own or are assigned to, but not to create or edit team tags, custom fields, SmartPlans, or Campaigns.
Enhanced - this is the basic permission level for the admins on your team. This permission level gives the user access to view and manage all leads/contacts in the team Command account, create team Campaigns, and to create or edit team SmartPlans.
Unlimited - this is the permission level that all Rainmakers will have. A Rainmaker can give this to an associate on their team, but be careful with this permission level. This permission level gives full access to the team Command account. This permission level gives the agent access to view and manage all leads/contacts in the team Command account, create team Campaigns, and to create or edit team SmartPlans. In addition, associates with this permission level will be able to create guest user admins, request changes to the team roster, and edit agent permissions.
- Learn more about agent permission levels
To set team access levels in Command:
1. Log in to https://agent.kw.com with your KW login credentials.
2. Click your name, at the top right of the page, and ensure that your team is selected, not your personal account.
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3. Click your name, at the top right of the page, and select Settings from the drop-down.
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4. Click the drop-down arrow besides General Settings and select Team Management.
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5. Click the Access Level drop-down beside the name of the team member and select the Access Level they will have.
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Once the change has been made, the team member's access level will immediately update.