Users and roles

Every person who works in the back office has their own account. This page covers managing those accounts, and what each role is allowed to do.

Open it from Users in the sidebar. It is headed "Team Members — Manage your team and permissions".

Note
Users only appears in the sidebar for administrators. Agents cannot reach this page.

The two roles

Role	Shown as
Administrator	Admin
Agent	Agent

What each role can do

Area	Agent	Admin
Dashboard	Yes	Yes
Properties — view, create, edit, delete	Yes	Yes
Property documents (Premium)	Yes	Yes
Property types — view	Yes	Yes
Property types — create, edit, activate, delete	No	Yes
Custom fields	No	Yes
Leads — view, filter, change status, delete, export	Yes	Yes
Lead notes — add	Yes	Yes
Lead notes — delete own	Yes	Yes
Lead notes — delete anyone's	No	Yes
Analytics	Yes	Yes
Website pages — create, edit, publish	Yes	Yes
Website pages — delete	No	Yes
SEO — meta tags, sitemap, tracking	Yes	Yes
SEO — social media links	No	Yes
Connectors — view, install, enable, uninstall	Yes	Yes
Users	No	Yes
Settings — Agency	View only	Yes
Settings — Domain	No	Yes
Settings — Appearance	No	Yes
Settings — Texts	View only	Yes
Settings — Advanced	View only	Yes
Settings — GDPR	View only	Yes
Settings — Billing	Yes	Yes

Where the table says "View only", an agent sees the section and its current values but cannot save changes. Where it says "No", the section is replaced by an explanatory panel or is missing from the menu.

Counters

Three cards above the list:

Card	What it counts
Total Users	Every user in your agency
Admins	Administrators on the page currently shown
Active	Active users on the page currently shown

Filtering

Control	Accepts
Search	Free text. Placeholder: "Search users..."
Role	All Roles, Admin, Agent
Status	All Statuses, Active, Inactive

A Clear button appears when any filter is set.

Reading a user card

Each user is a card showing the first letter of their name as an avatar, a green or grey dot for active or inactive, their name, their email address, a role badge, a status badge, and the date they joined.

Adding a team member

Click Add Team Member.

Fill in the form.

Click Create User.

Field	Required	Accepts
Name	Yes	2 to 255 characters
Email	Yes	A valid email address
Password	Yes	At least 8 characters (maximum 100)
Role	Yes	Admin or Agent. Defaults to Agent
Status	Yes	Active or Inactive. Defaults to Active

Submitting without a password shows "Password is required for new users". The form repeats the rule under the field: "Must be at least 8 characters".

On success you see "User created successfully". On failure, "User creation failed" or the reason returned by the server.

Editing a team member

Click Edit on a card. The same form opens without the password field — an existing user's password cannot be changed from here.

Field	Editable
Name	Yes
Email	Yes
Password	No
Role	Yes
Status	Yes

The button reads Update User. On success you see "User updated successfully".

Setting a user to Inactive is the way to suspend access without removing the account and its history.

Deleting a team member

The bin icon asks "Are you sure you want to delete this user?" and removes the account. You see "User deleted successfully" or "Failed to delete user".

The delete button does not appear on your own card — you cannot delete yourself.

Note
Deleting a user is permanent. Notes and properties they created remain, but the account is gone. Prefer setting the user to Inactive if you may need the account again.

Paging

12 users per page, with "Showing X to Y of Z", the page number, and Previous / Next buttons.

Empty results

With no filters: "No users found" and "Get started by adding your first team member", with an Add Your First Team Member button.

With filters: "No users found" and "Try adjusting your filters", with a Clear Filters button.

Users and roles

The two roles#

What each role can do#

Counters#

Filtering#

Reading a user card#

Adding a team member#

Editing a team member#

Deleting a team member#

Paging#

Empty results#