Roles & permissions
Every workspace member has one of four roles — Admin, Branch Manager, Manager, or Agent. This page explains what each role can see and do, including multi-branch behaviour on the Agency plan.
Full access to every feature and setting. Billing, data import, agency configuration, branch setup (Agency plan), and editing agency details. Typically the owner or principal.
Same operational access as a Manager, plus Settings → Branches on the Agency plan to manage offices. Cannot access billing, data import, or agency configuration. Works across all branches and can use the branch filter like an Admin.
Listings, contacts, prospecting, inbox, and most settings — including inviting users. Cannot open Branches configuration, billing, import, or agency configuration (those links appear but are locked). May be assigned to one branch or see the whole workspace depending on branch assignment.
Frontline negotiator access: listings, contacts, properties, prospecting, and inbox. No Settings link. Agency Performance is hidden. Branch visibility follows assignment; many agents work within a single office.
Feature access matrix
| Feature | Admin | Branch mgr | Manager | Agent |
|---|---|---|---|---|
| Dashboard — Overview, Weekly, Listing Health, Agent Performance | ||||
| Dashboard — Agency PerformanceGrowth / Agency plan required | ||||
| Branch filter on dashboards & analytics (focus one office)Agency plan, 2+ branches; shown when your membership can view multiple branches | ||||
| View and work on Listings | ||||
| Reopen a past listing stage | ||||
| Contacts & Properties | ||||
| Prospecting & Valuations | ||||
| Compliance reports | ||||
| Agency Inbox | ||||
| Settings area (visible in sidebar) | ||||
| Settings — Overview, Team & Users, Agent Config, Support | ||||
| Settings — Branches (add & manage offices)Agency plan (multi-branch) only | ||||
| Settings — Agency ConfigurationManagers see the link but cannot edit | ||||
| Settings — Data ImportManagers see the link but cannot run import | ||||
| Settings — Billing & SubscriptionManagers see the link but cannot change billing | ||||
| Edit agency details (name, address, phone) | ||||
| Invite or manage team members | ||||
| Agent 6-month performance history (on Agent Config card)Growth / Agency plan required |
Branch filter:On the Agency plan with multiple branches, users who are allowed to see more than one office get a branch selector on dashboards; members scoped to a single branch already work in that office's context. See Branches.
Admin-only pages
The following settings areas are restricted to admins only. Branch Managers and Managers may see some links in the sidebar, but opening them shows an Admin access required screen (except Branches, which Branch Managers can open on the Agency plan). Agents do not see the Settings link at all.
Agency Configuration
Territory patches, workspace theme, pipeline settings, and logo.
Data Import
CSV migration from Jupix, Alto, Reapit, Street, and others.
Billing & Subscription
Plan management, invoices, extra seats, and payment details.
Changing a member's role
Admins can change any member's role (including to or from Branch Manager) from Settings → Team & Users. The change takes effect on the member's next page load. See Setting up your team for step-by-step instructions.
Note on plan-gated features
Some features — such as the Agency Performance dashboard, the per-agent 6-month history panel, and multi-branch capabilities — require the right subscription in addition to the correct role. See Billing & plans and Branches.