PRIVATE ADMINISTRATION
Members & access.
Office roles and permissions → · Transactions →
Review new accounts, approve verified members and block membership. Membership approval permits member sign-in; private office access also requires an active role and transaction assignment. Blocking disables office roles. Reapproval does not restore them.
Checking owner access…
Office permission guide
| Role | Access |
|---|---|
| Owner | Website content, member rights, assignments and all office records. |
| Supervisor | Office supervision and staff workflows within existing transaction permissions. |
| Agent | Assigned transactions and assigned leads. |
| Client | Assigned client workspace and explicitly shared documents. |
| Member only | Profile and public/member areas; no private office access. |