Administration and Principal users can control what other users and employees have access to in iDashboard via ‘roles’. This feature enables fine grain permissions to be set ensuring users, such as sales agents, only have access to their own data.

Roles allow you to customise the system based on a particular role or what a particular user is able to view and edit within the iDashboard system. For example, this is great for offices that only allow sales staff or property managers to view their own private contacts. It prevents certain users from editing or viewing other users’ private contacts, allowing users to keep their own database separate from the rest of the office.

Some offices may only allow administrators to edit or publish properties to the web, but allow all employees to view every property’s details. There are over 30 different permission settings that can be attributed to each role created, enabling the system to be customised for each role type.

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