HomeBroker AccountOffice Team MembersTeam Member Privilege Access

5.4. Team Member Privilege Access

Setting the Team Member privilege access determines what the Team Member can do on the System. These permissions do not apply to single agent accounts.

To edit a team member's data access, select their profile thumbnail from the Office Team Members page. You will be taken to that team member's profile page. Scroll down to Team Member Access Privileges.

  • Administer Account - Has access to the Admin menu, can change Team Member Details, Notification Options, View Billing and Invoices
  • Create Invitations - Can create Invitations for themselves and with the appropriate data access, other team members
  • Create Invitations (Limited) - Can create Invitations for a limited number of surveys for themselves and with the appropriate data access, other team members. Surveys are limited to those that are typically not automated via the API
  • View Invitation Status - Can view the status of invitations, manage bounces and resends for themselves and with the appropriate data access, other team members.
  • View Reports - Can view reports for themselves and with the appropriate data access, other team members.

Access levels have hierarchy in their structure. Administer Account, includes each of the other privileges. Create Invitations includes View Invitations Status. View Reports is included in all.

 


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