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. The idea behind this permission level is that the agent will be assigned leads/contacts, and will only be able to manage contacts and tasks they are assigned, as well as manage their personally owned sphere. They won't be creating team SmartPlans, launching team campaigns, and won't have full visibility into the entire team database. They will be able to add their assigned/owned contacts to the team SmartPlans that have already been set up, and will be able to utilize team design templates that have been created for their use.
Enhanced - this is the basic permission level for the admins on your team. This permission level gives them generally full access the team Command account, without the ability to fully delete or make permanent changes. They'll be able to view and manage all leads/contacts in the team Command account, create team Campaigns, and to create or edit team SmartPlans. They won't be able to fully delete contacts, export team contacts (only personally owned contacts in the team account), and they won't have access to make changes on the Team Management settings page (create guest user admins, request changes to the team roster, and edit agent permissions).
Unlimited - this is the permission level that all Rainmakers will have by default. 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 same access as Enhanced permissions, with the extra ability to to fully delete contacts, export team contacts (only personally owned contacts in the team account), and they won't have access to make changes on the Team Management settings page (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 profile picture, at the top right of Command, and select your Team Account from the drop-down.
3. Click your team logo, at the top right of the page, and select Settings from the drop-down.
4. On the left side of the page, open the General Settings section, and select Team Management.
5. Find the team member, click the ellipses icon, , to the right of their Joined Date, and select Manage Permissions.
6. You will set permissions for each Applet individually. Select the Applet you want to set permissions for, on the left side of the page.
7. You will see three columns, one for each permission level. Each individual piece of functionality within that Applet is listed, along with a green dot that denotes what each permission level has access to do. Select the permission level you want this team member to have for this Applet.
8. Once you select the permission level, click Save at the bottom right of the page.