Multilevel Security in CyberAgent Anywhere
31 May 2009, 12:51:00 AM
It is now possible to assign administrator rights to users. It is also possible to allow individual users to view and edit contacts and properties of other agents.
To set this up, click on the Agency Setup icon on the main menu. Click on Agent Setup. This will display your list of agents registered to use CyberAgent Anywhere. Start by clicking the link in the Agent column - next to the agent's name you wish to make the changes to. This will load the agent's details on the right hand pane.
The most import item on this pane is the Agent List section. It defines the agents whose data this user will have access to. It works as follows - either you specify certain agents, or it will accept that you want this agent to have access to ALL AGENTS' data. If an agent belongs to a group he will also be able to edit and view property and contacts where the agent selected is the group.
1. View Only Rights - As opposed to View and Edit (Read and Write)
View Only Property
View Only Contacts
View Only Agents
If Yes then the user is only allowed to only to view the properties, contacts and agents according to the settings above, editing and deleting is not allowed.
2. Contacts - Rights has the following options:
Own contacts only - Only see agents own contacts
View Other Sellers - Only allowed to view the contacts where the contact is marked as a seller
View Other Buyers - Only allowed to view the contacts where the contact is marked as a buyer
View Other Buyers and Sellers - Only allowed to view the contacts where the contact is marked as a seller or a buyer
View All Contacts - Allowed to view all contacts
3. Property - Rights has the following options:
Own property only - Only see agents own property
For Sale or to Rent Property - Allowed to view for sale or to rent property of other agents
For Sale Only - Only allowed to view for sale property of other agents
To Rent Only - Only allowed to view to rent property of other agents
Not Listed Property - Allowed to view No listed property of other agents
All Property - Allowed to view all property of other agents
4. Further down you will find an "Administrative User" check box. When checked the user acts as administrator for those agents selected in the Agent List. In other words, the user will be able to view and edit all those agents in the selected. If no agents are selected the user will be able to view and edit all.
5. Below this you will find the "Sales Administrator" check box. This user is allowed to edit sales data.