New security permissions have been added to allow sharing of data in offices where sales staff work as part of a team or sales staff have personal assistants. In earlier releases security permissions could only be assigned at an agency, department or individual staff member level. For example a staff member could be given permission to view any listing in an agency, department, or only listings where they are the sales person. However users required the ability for the sales team to share data amongst their team members or for personal assistants to be able to access the data for all staff where they act as a PA.

 

Each permission module for each role will have a new “Team” row in the security settings. Note: Setting additional role permissions is only available to users who have permission to maintain agency security settings.

 

To implement this requirement a new grid has been be added to the Staff>Roles and Security form to allow you to choose a list of other staff members who are in a ‘Team’. For a personal assistant you would choose the staff for which they act as PA as Team Members, whereas for a sales team member you would choose the other sales staff that make up their team.