In the team Command account there are three types of permission levels that a member of a team can have: Standard, Enhanced, or Unlimited. The access level of the team member will determine what they can and can not do across Command for Teams. There are some applets that do not have team functionality at the moment but that will change in the future.
Here are brief descriptions of the different Team Permission Levels a team member can have:
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 agent 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.
Use this reference chart below to see what the abilities and functions are for each permission level:
Full Permissions Breakdown
| Functionality | Standard | Enhanced | Unlimited |
| Team Management and Setup | |||
| Manage Team Permissions |  |
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| Request updates to the team roster |
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| Add/delete guest users (Virtual Admins) |
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| Create and edit lead routes |
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| Create and manage team tags, custom fields, and lead sources | |
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| Team Owned Leads/Contacts | |||
| View lead pool |
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View all team leads/contacts (Standard permissions only give access to leads/contacts the agent owns or is assigned to) |
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Mark any contact as lead (Standard permissions only give access to leads/contacts the agent owns or is assigned to) |
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Give ownership of a team lead/contact to an agent on the team |
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| Assign team owned leads/contacts |
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Edit contact info for all leads/contacts (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
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Add a team owned lead/contact to a SmartPlan (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
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Message any team owned leads/contacts (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
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| Share a copy of team owned leads/contacts |
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| Add team owned leads/contacts |
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| Archive team owned leads/contacts |
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| Delete archived team owned leads/contacts |
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| Export team owned leads/contacts |
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Agent Owned Leads/Contacts Only agent owned leads/contacts with the Account field set to the team, will be able to be managed in the team Command account, using the following permissions. The following permissions are for contacts that have the Account field set to the team, but are owned by the agent. |
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Functionality |
Lead/Contact Owner | Enhanced | Unlimited |
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View any other team member's leads/contacts (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
You will be able to see all leads/contacts that you own in the team Command account | |
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Release lead/contact ownership to the team (only the owner of the leads/contact can do this) |
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Edit other team member's leads/contacts (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
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Mark another team member's contacts as a lead (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
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Add another team member's leads/contacts to a SmartPlan (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
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Message another team member's leads/contacts (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
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Share a copy of another team member's leads/contacts (only the owner of the lead/contact can do this) |
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Archive another team member's leads/contacts (only the owner of the lead/contact can do this) |
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Delete archived another team member's leads/contacts (only the owner of the lead/contact can do this) |
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Export another team member's leads/contacts (only the owner of the lead/contact can do this) |
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| SmartPlans | |||
| View Team SmartPlan Steps |
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| Edit Team SmartPlans |
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| Delete Team SmartPlans |
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Add leads/contacts to Team SmartPlan (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
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Remove leads/contacts from Team SmartPlan (Standard permissions only give access to leads/contacts the agent is assigned to or owned by) |
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View leads/contacts on a Team SmartPlan (Standard permissions only give access to view leads/contacts the agent is assigned to or owned by) |
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Publish a SmartPlan to the KW Library |
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| Duplicate a SmartPlan |
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| Create/edit a SmartPlan |
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| Add SmartPlan to the Team SmartPlans list |
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| Designs | |||
| Manage brand assets | |
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| Create social & print design templates | |
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| Copy design templates created by KWRI | |
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| Use design templates | |
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| Collaborate on a design | |
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| Campaigns | |||
| View Campaigns Dashboard | |
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| View campaigns | |
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| Create team campaigns (paid ads, email campaigns and direct mail campaigns) |
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| Edit campaigns | |
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| Preview campaign | |
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| Duplicate campaigns | |
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| Archive campaigns |
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| Create and schedule social posts to personal pages | |
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| Repost social posts from team pages | |
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| Use Quick Posts for social posts | |
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| Share social account with the team | |
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| Manage connected social accounts | |
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| Manage payment methods | |
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