Managing User Roles And Permissions

PropertyMe Grow CRM lets you create and customise user roles and permissions to best suit your agency's needs. The system includes several built‑in roles designed for different types of users, with each role providing different levels of access to features throughout the CRM:

• Full Access
  • Full Access is typically used for the account owner.
• Property Manager
• Marketing Manager
• Sales Agent
• Financial Admin

This article will guide you through adding, customising and deleting user roles, as well as updating existing user permissions.

Add A Role

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Roles & Permissions.
   
4. Click Create Role.
   
5. Type in the name of the role.
6. Click Save Role.
   

The new role will now appear in the Roles list. You can now edit the permissions within the role.

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Edit A Role

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Roles & Permissions.
   
4. Click the name of the role.
   
5. Review the current permissions.
6. Adjust permissions as required.
   • You can adjust individual permissions within each section as required.
   • To disable or enable an entire section of permissions, click the toggle in the top right-hand corner of the section.
     • See Permission Settings for more information.
        
7. Click Save Role to apply changes (located at the bottom of the screen).
   

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Delete A Role

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Roles & Permissions.
   
4. Click Delete against the required role.
   
5. Click Delete to confirm.
   

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Update A User's Role

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click People.
   
4. Hover your cursor over the required user.
5. Click Edit.
   
6. Click Permissions.
7. Click within the Roles field.
8. Click on the required role(s) from the dropdown to select/deselect.
   
9. Click Save Permissions to apply.
   

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Permission Settings

Each permission category contains different types of controls depending on the area:

• Some sections include options to View, Manage, or Delete.
• Other sections do not have these buttons and instead only include sharing or visibility settings, such as choosing who can see certain information or which users have access by default.

This means each permission area works slightly differently. For example:

• In Listings & Appraisals, you may choose whether users can see only their own listings or all listings.
• In Calendar Events, you can decide whether they see their own events, shared events, or both.
• In areas such as People, Marketing, or Financials, permissions are controlled via individual checkboxes that enable or restrict specific actions.

These flexible controls let you tailor each role so users can access only the parts of the CRM relevant to their responsibilities.

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