If you are an agency director or administrator with numerous types of users accessing your database (e.g an office manager, sales agent, sales admin), you may not want these users to access, handle and manage information in the same way.

EagleCRM makes it possible for you to pick and choose what your users can and cannot do.

To access a user's Permissions, you first have to be logged in as the root user. This would be the person with the highest authority within the CRM, usually the director or the administrator. Then, navigate to Settings on the top right, then down to the bottom of the left-hand side list of tabs to Users.

Once you click on this tab, you'll be presented with a screen that lists all the users of your account, organised into offices if your account has multiple offices. To access a user's Permissions, click Edit which will take you to a screen of all the user's current permissions.

Here you can edit what users can or cannot do.

Click here for a detailed outline of what each user Permission means.

Once you have come to edit users, they will only have access to what you give them. For example, if they are only authorized to view contacts assigned to them, in the contacts tab of Eagle only contacts assigned to them will be visible. This concept applies to properties, appraisals enquiries etc.

These restrictions also carry over to the mobile app and carry over to inspections, wherein if a restricted user were to check in an inspection attendee that wasn't assigned to them at an inspection, they cannot later view this inspection attendee in the inspection review.

This should hopefully give you a better understanding of how you can manage user Permissions within your Eagle CRM.

For any further assistance with this, please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]