Let's Grant & Deny Permission To Team Members
You have control over what your team members have access to in your account.
Some settings are automatically set to deny as a default because those settings contain sensitive information. You can grant and/or deny permission at any time quick and easy.
Objectives
In this support article, we show you step-by-step how to grant and deny permission to your team members.
Steps
1. Log in to your account and click on your name in the upper right-hand corner of your dashboard menu. In the drop-down menu, click on My Team.
2. You will be directed to your My Team page. On the right-hand side, click on a team member.
3. You will be directed to your team member's account information. To give permission, click on the permissions tab at the top.
4. You will be directed to where you can grant and deny access to your team member by clicking on the Allow and Deny buttons.
Admin
Items in the admin permission group deal with potentially sensitive data and tools.
| Permission | Allows a Team Member to: |
|---|---|
| Domain | By allowing access to this tool, you are also allowing access to the purchasing of domains with the credit card on file. |
| Team Permissions | By allowing access to this tool, you are giving this team member access to view their own permissions and edit any other team member's permission settings, (other than the primary admin account). |
General
Items in the general permission group provides access to resources available inside REI BlackBook.
| Permission | Allows a Team Member to |
|---|---|
| Learn | Access to webinars and the What's New Page from within the application. |
| Document Library | Access to REI BlackBook's resource of documents. |
| Bootcamp Videos | Access to purchased recorded videos from previous Bootcamps. |
| Content Library | Access to REI BlackBook's additional prebuilt workflows and marketing. |
| Marketing Profiles | Access to your marketed contact information. |
| Animation Library | Access to REI BlackBook's animation gallery. |
| Property Alerts |
Allows you to be notified automatically when another REI BlackBook member posts a property to the community. |
Tools
Items in the tools permission group provides access to different tools available inside REI BlackBook.
| Permission | Allows a Team Member to |
|---|---|
| Property Pipeline | Access to your entire Property Pipeline tool. |
| Property Finders | Access to the Property Finders tool. |
| Profit Dial | Access to the Profit Dial tool. |
| Web Tools | Access to the Web Tools including websites, landing pages, webforms, optin pop-ups. |
| Equity Analyzer | Access to Add On tool Equity Analyzer. |
| Property Search | Access to the Property Search tool. |
| Classified Engine | Access to the Classified Engine. |
| Contacts | The ability to access to your entire Contact (CRM) tool. |
| Marketing Budget Calculator | Access to the Marketing Budget Calculator tool. |
| Team Task | Access to the Team Task tool. |
Contacts
Items in the contacts permission group provides a more detailed access to the Contact Manager.
| Permission | Allows a Team Member to: |
|---|---|
| Add | This will allow team members to manually add contact to your CRM. |
| Import | This will allow team members to import lists of contacts to your CRM. |
| Edit | This will allow team members to edit any contact in your CRM. By default this is set to Deny |
| Export | This will allow team members to export contacts and data out of your CRM. By default this is set to Deny |
| Delete | This will allow team members to delete contacts out of your CRM. By default this is set to Deny |
Thank You!
We appreciate you taking the time to learn how to grant & deny permission to team members!
If you have any questions or comments on any of the information above, please feel free to reach out to us at any time at support@reiblackbook.com.