Learn More About Team Permission Levels

You will now be able to set different permission levels, for each team member, which will control what that team member can do in your team Command account. For instance, you can ensure that your team admin has access to help with any lead/contact in the team Command account, in conjunction with the primary agent assignee, or you can restrict an agent to only have access to work with leads/contacts that they own or are assigned to.

Because you have to make a decision about what permission levels you will set for each member of your team, individually, we created a guide to help you make this decision:

• Click here to download the Team Preparation Guide.

There are three permission levels built in to a team's Command account:

• Click here to see a more detailed view of these permission levels, and the access the permission level gives.

Standard - this will be the basic permission level for most agents on your team. This is also the default permission level for all associates on your team.

• Contacts Permissions
  • Gives the associate access to manage leads/contacts that they own or are assigned to.
  • Restricts the associate from being able to export or delete team-owned leads/contacts in the team Command account.
• SmartPlans Permissions
  • For team SmartPlans, the associate will only be able to add leads/contacts that they own or are assigned to.
  • Restricts the associate from being able to create, edit, or delete team SmartPlans.

Enhanced - this is the basic permission level for the admins on your team.

• Contacts Permissions
  • Gives the associate access to create custom team tags, lead sources, and fields.
  • Gives the associate access to manage any lead/contact, in the team Command account, which allow you to delegate work to them.
  • Restricts the associate from being able to export or delete team-owned leads/contacts in the team Command account.
• SmartPlans Permissions
  • For team SmartPlans, the associate will be able to add any lead/contact, in the team Command account.
  • The associate will be able to create, edit or delete 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.

• Team Management
  • Associates with this permission level have full access to the Team Management page, in Command settings, where they can change team member permission levels, turn on/off an associate's personal Command (see the section below), add guest user admin accounts, and request changes to the team roster.
• Contacts Permissions
  • Gives the associate access to create custom team tags, lead sources, and fields.
  • Gives the associate access to manage any lead/contact, in the team Command account, which allow you to delegate work to them.
  • An associate with this permission level can export team-owned leads/contacts, and can fully delete as well.
• SmartPlans Permissions
  • For team SmartPlans, the associate will be able to add any lead/contact, in the team Command account.
  • The associate will be able to create, edit or delete team SmartPlans.