Roles and data visibility
Per module, what a role can see and do. Own only, own and team, or all: set once, applied everywhere.
Start free Settings and roles
Set it up once, in an afternoon
Roles with permissions per module, users and teams, deal stages, contact roles, locations, property types, your brand and your email account.
- Your people UsersTeamsRoles
- How you sell Deal stagesContact roles
- Your market LocationsProperty types
- Who sees what Own onlyOwn + teamAll
- Custom fields Per stagePer role
- Your brand ColourFontEmail
- Location hierarchy up to four levels
- Custom fields per deal stage and per contact role
- Monthly or yearly plan from Settings
Capabilities
Stages that match how you sell
Rename and reorder deal stages, with custom fields per stage. Live for everyone the moment you save.
Start free- Users
- Teams
- Email account
Users, teams and your email
Add users with a password and rules, group them in teams, and connect the email address campaigns send from.
Start free Use cases for Settings and roles
Where this module earns its place in the week.