As an agency director or administrator, you can set the defaults for how each user shares various forms of data assigned or belonging to them.
Accessing Sharing Defaults
To access a user's Sharing Defaults, 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 Sharing Defaults, click Edit.
This will take you to a screen to click the Sharing Defaults tab and review the user's current Sharing Defaults. Here you can define to what extent the user shares certain data they create with other users.
Things to note:
A user's Permissions can override another user's restricting sharing defaults.
Example:
User A has Sharing Defaults defined so that when adding a contact, only they can see the contact
User B has Permissions set to enable them full access to contacts, even those belonging to other users
User B will therefore still be able to see User A's contacts, as the permissions override the sharind defaults
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.
A user can also manage their own sharing defaults via the My Profile section.
This should hopefully give you a better understanding of how you can manage user Sharing Defaults within your Eagle CRM.
For any further assistance with this, please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]