You must assign each team member you add to the system a permission level.
Below is a chart of permission levels; please note that we also allow for custom permissions!
Permission Type | Accessibility |
Admin | Can do everything below in addition to adjusting your lenders and managing epayments |
Editor | Can view, create, and send things (send estimates, etc). |
Viewer | Can only view data, but I cannot change or send anything. |
Custom | Grants specific page access to certain parts of the CRM that you assign |